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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 | $92,684-82.9% | $82,706-80.9% | $134,509-88.2% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -9.18% | 945.84%-955.0pp | 701.76%-710.9pp | 418.13%-427.3pp |
| Employer contribution / active EE | $732 | $3,272-77.6% | $3,007-75.7% | $4,741-84.6% |
| Participant deferral / active EE | $2,257 | $4,800-53.0% | $4,394-48.6% | $6,400-64.7% |
| Admin fee / account holder | $227 | $5,982-96.2% | $5,329-95.7% | $11,427-98.0% |