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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 | $14,057 | $84,551-83.4% | $61,452-77.1% | $134,532-89.6% |
| Participation rate | 35.7% | 62.2%-26.5pp | 52.6%-16.9pp | 81.2%-45.5pp |
| Annual return | -20.55% | 585.39%-605.9pp | 338.96%-359.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $833 | $1,545-46.1% | $1,160-28.1% | $4,741-82.4% |
| Participant deferral / active EE | $1,471 | $2,818-47.8% | $2,125-30.7% | $6,401-77.0% |
| Admin fee / account holder | $72 | $2,587-97.2% | $2,131-96.6% | $11,429-99.4% |