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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 | $13,953 | $92,743-85.0% | $82,744-83.1% | $134,532-89.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.98% | 946.63%-966.6pp | 702.22%-722.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,600 | $3,273-51.1% | $3,008-46.8% | $4,741-66.2% |
| Participant deferral / active EE | $2,115 | $4,802-55.9% | $4,395-51.9% | $6,401-67.0% |
| Admin fee / account holder | $63 | $5,977-99.0% | $5,325-98.8% | $11,429-99.5% |