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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 | $46,489 | $84,628-45.1% | $61,501-24.4% | $134,545-65.4% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -19.39% | 585.61%-605.0pp | 339.04%-358.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $486 | $1,545-68.6% | $1,160-58.1% | $4,742-89.8% |
| Participant deferral / active EE | $1,214 | $2,819-56.9% | $2,125-42.9% | $6,401-81.0% |
| Admin fee / account holder | $193 | $2,587-92.5% | $2,132-90.9% | $11,431-98.3% |