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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,602 | $90,606-67.3% | $79,466-62.7% | $135,379-78.1% |
| Participation rate | 14.3% | 76.0%-61.8pp | 73.3%-59.1pp | 82.6%-68.4pp |
| Annual return | -8.12% | 977.69%-985.8pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $81 | $3,068-97.4% | $2,800-97.1% | $4,779-98.3% |
| Participant deferral / active EE | $1,321 | $4,050-67.4% | $3,704-64.3% | $5,609-76.4% |
| Admin fee / account holder | $6 | $5,895-99.9% | $5,104-99.9% | $10,828-99.9% |