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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 | $17,748 | $84,551-79.0% | $61,452-71.1% | $134,532-86.8% |
| Participation rate | 26.7% | 62.2%-35.5pp | 52.6%-25.9pp | 81.2%-54.6pp |
| Annual return | -20.51% | 585.39%-605.9pp | 338.96%-359.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $356 | $1,545-77.0% | $1,160-69.3% | $4,741-92.5% |
| Participant deferral / active EE | $501 | $2,818-82.2% | $2,125-76.4% | $6,401-92.2% |
| Admin fee / account holder | $242 | $2,587-90.7% | $2,131-88.7% | $11,429-97.9% |