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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 | $9,299 | $84,628-89.0% | $61,501-84.9% | $134,545-93.1% |
| Participation rate | 52.6% | 62.2%-9.6pp | 52.6%+0.1pp | 81.2%-28.6pp |
| Annual return | -16.74% | 585.61%-602.3pp | 339.04%-355.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $512 | $1,545-66.8% | $1,160-55.8% | $4,742-89.2% |
| Participant deferral / active EE | $2,595 | $2,819-7.9% | $2,125+22.1% | $6,401-59.5% |
| Admin fee / account holder | $125 | $2,587-95.2% | $2,132-94.1% | $11,431-98.9% |