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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 | $29,305 | $84,551-65.3% | $61,452-52.3% | $134,532-78.2% |
| Participation rate | 35.7% | 62.2%-26.5pp | 52.6%-16.9pp | 81.2%-45.5pp |
| Annual return | -13.55% | 585.39%-598.9pp | 338.96%-352.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $705 | $1,545-54.4% | $1,160-39.2% | $4,741-85.1% |
| Participant deferral / active EE | $3,375 | $2,818+19.7% | $2,125+58.9% | $6,401-47.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |