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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 | $8,113 | $84,551-90.4% | $61,452-86.8% | $134,532-94.0% |
| Participation rate | 31.6% | 62.2%-30.6pp | 52.6%-21.0pp | 81.2%-49.7pp |
| Annual return | -18.47% | 585.39%-603.9pp | 338.96%-357.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $549 | $1,545-64.5% | $1,160-52.7% | $4,741-88.4% |
| Participant deferral / active EE | $555 | $2,818-80.3% | $2,125-73.9% | $6,401-91.3% |
| Admin fee / account holder | $106 | $2,587-95.9% | $2,131-95.0% | $11,429-99.1% |