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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 | $21,445 | $84,551-74.6% | $61,452-65.1% | $134,532-84.1% |
| Participation rate | 20.8% | 62.2%-41.4pp | 52.6%-31.7pp | 81.2%-60.4pp |
| Annual return | -16.16% | 585.39%-601.5pp | 338.96%-355.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $548 | $1,545-64.5% | $1,160-52.7% | $4,741-88.4% |
| Participant deferral / active EE | $2,202 | $2,818-21.9% | $2,125+3.6% | $6,401-65.6% |
| Admin fee / account holder | $249 | $2,587-90.4% | $2,131-88.3% | $11,429-97.8% |