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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 | $61,114 | $84,628-27.8% | $61,501-0.6% | $134,545-54.6% |
| Participation rate | 19.0% | 62.2%-43.2pp | 52.6%-33.5pp | 81.2%-62.2pp |
| Annual return | -18.88% | 585.61%-604.5pp | 339.04%-357.9pp | 418.37%-437.2pp |
| Employer contribution / active EE | $560 | $1,545-63.7% | $1,160-51.7% | $4,742-88.2% |
| Participant deferral / active EE | $2,365 | $2,819-16.1% | $2,125+11.3% | $6,401-63.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |