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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 | $14,454 | $92,684-84.4% | $82,706-82.5% | $134,509-89.3% |
| Participation rate | 36.8% | 75.2%-38.4pp | 72.6%-35.7pp | 81.2%-44.4pp |
| Annual return | -20.59% | 945.84%-966.4pp | 701.76%-722.4pp | 418.13%-438.7pp |
| Employer contribution / active EE | $666 | $3,272-79.6% | $3,007-77.9% | $4,741-85.9% |
| Participant deferral / active EE | $3,309 | $4,800-31.1% | $4,394-24.7% | $6,400-48.3% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |