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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 | $56,864 | $84,551-32.7% | $61,452-7.5% | $134,532-57.7% |
| Participation rate | 23.1% | 62.2%-39.1pp | 52.6%-29.5pp | 81.2%-58.2pp |
| Annual return | -19.50% | 585.39%-604.9pp | 338.96%-358.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $365 | $1,545-76.4% | $1,160-68.6% | $4,741-92.3% |
| Participant deferral / active EE | $1,862 | $2,818-34.0% | $2,125-12.4% | $6,401-70.9% |
| Admin fee / account holder | $48 | $2,587-98.1% | $2,131-97.7% | $11,429-99.6% |