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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 | $7,421 | $27,632-73.1% | $61,452-87.9% | $68,486-89.2% |
| Participation rate | 7.7% | 39.5%-31.8pp | 52.6%-44.9pp | 67.9%-60.2pp |
| Annual return | 97.65% | -13.24%+110.9pp | 338.96%-241.3pp | -7.85%+105.5pp |
| Employer contribution / active EE | $172 | $696-75.3% | $1,160-85.2% | $2,597-93.4% |
| Participant deferral / active EE | $281 | $1,264-77.8% | $2,125-86.8% | $4,028-93.0% |
| Admin fee / account holder | $139 | $2,010-93.1% | $2,131-93.5% | $5,404-97.4% |