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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 | $17,256 | $88,596-80.5% | $70,098-75.4% | $134,509-87.2% |
| Participation rate | 30.8% | 74.9%-44.2pp | 70.5%-39.7pp | 81.2%-50.5pp |
| Annual return | -20.72% | 442.67%-463.4pp | 190.76%-211.5pp | 418.13%-438.9pp |
| Employer contribution / active EE | $721 | $3,235-77.7% | $2,560-71.8% | $4,741-84.8% |
| Participant deferral / active EE | $2,041 | $4,772-57.2% | $3,849-47.0% | $6,400-68.1% |
| Admin fee / account holder | $55 | $10,441-99.5% | $6,266-99.1% | $11,427-99.5% |