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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 | $15,809 | $92,743-83.0% | $82,744-80.9% | $134,532-88.2% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -9.18% | 946.63%-955.8pp | 702.22%-711.4pp | 418.27%-427.4pp |
| Employer contribution / active EE | $732 | $3,273-77.6% | $3,008-75.7% | $4,741-84.6% |
| Participant deferral / active EE | $2,257 | $4,802-53.0% | $4,395-48.7% | $6,401-64.7% |
| Admin fee / account holder | $227 | $5,977-96.2% | $5,325-95.7% | $11,429-98.0% |