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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 | $18,406 | $92,743-80.2% | $82,744-77.8% | $134,532-86.3% |
| Participation rate | 52.9% | 75.2%-22.3pp | 72.6%-19.6pp | 81.2%-28.3pp |
| Annual return | -17.66% | 946.63%-964.3pp | 702.22%-719.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $366 | $3,273-88.8% | $3,008-87.8% | $4,741-92.3% |
| Participant deferral / active EE | $1,726 | $4,802-64.0% | $4,395-60.7% | $6,401-73.0% |
| Admin fee / account holder | $242 | $5,977-96.0% | $5,325-95.5% | $11,429-97.9% |