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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 | $24,087 | $90,617-73.4% | $79,476-69.7% | $135,382-82.2% |
| Participation rate | 64.7% | 76.1%-11.3pp | 73.3%-8.6pp | 82.6%-17.9pp |
| Annual return | -5.68% | 977.57%-983.3pp | 718.21%-723.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $972 | $3,068-68.3% | $2,800-65.3% | $4,779-79.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $193 | $5,907-96.7% | $5,113-96.2% | $10,829-98.2% |