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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 | $18,468 | $84,551-78.2% | $61,452-69.9% | $134,532-86.3% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -11.78% | 585.39%-597.2pp | 338.96%-350.7pp | 418.27%-430.0pp |
| Employer contribution / active EE | $525 | $1,545-66.0% | $1,160-54.7% | $4,741-88.9% |
| Participant deferral / active EE | $661 | $2,818-76.5% | $2,125-68.9% | $6,401-89.7% |
| Admin fee / account holder | $122 | $2,587-95.3% | $2,131-94.3% | $11,429-98.9% |