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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 | $9,370 | $106,549-91.2% | $91,225-89.7% | $134,509-93.0% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | -19.31% | 160.73%-180.0pp | 114.10%-133.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $687 | $3,331-79.4% | $2,851-75.9% | $4,741-85.5% |
| Participant deferral / active EE | $2,525 | $4,719-46.5% | $4,234-40.4% | $6,400-60.5% |
| Admin fee / account holder | $79 | $6,234-98.7% | $5,422-98.6% | $11,427-99.3% |