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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 | $9,528 | $92,766-89.7% | $82,763-88.5% | $134,545-92.9% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -18.82% | 946.97%-965.8pp | 702.45%-721.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $669 | $3,273-79.6% | $3,008-77.8% | $4,742-85.9% |
| Participant deferral / active EE | $1,201 | $4,802-75.0% | $4,395-72.7% | $6,401-81.2% |
| Admin fee / account holder | $126 | $5,978-97.9% | $5,325-97.6% | $11,431-98.9% |