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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 | $6,038 | $84,551-92.9% | $61,452-90.2% | $134,532-95.5% |
| Participation rate | 15.8% | 62.2%-46.4pp | 52.6%-36.8pp | 81.2%-65.4pp |
| Annual return | -18.71% | 585.39%-604.1pp | 338.96%-357.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $760 | $1,545-50.8% | $1,160-34.4% | $4,741-84.0% |
| Participant deferral / active EE | $564 | $2,818-80.0% | $2,125-73.5% | $6,401-91.2% |
| Admin fee / account holder | $78 | $2,587-97.0% | $2,131-96.3% | $11,429-99.3% |