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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 | $4,865 | $84,464-94.2% | $61,399-92.1% | $134,509-96.4% |
| Participation rate | 65.2% | 62.2%+3.0pp | 52.6%+12.6pp | 81.2%-16.0pp |
| Annual return | -18.40% | 585.06%-603.5pp | 338.81%-357.2pp | 418.13%-436.5pp |
| Employer contribution / active EE | $859 | $1,545-44.4% | $1,159-25.9% | $4,741-81.9% |
| Participant deferral / active EE | $1,899 | $2,818-32.6% | $2,124-10.6% | $6,400-70.3% |
| Admin fee / account holder | $112 | $2,587-95.7% | $2,131-94.8% | $11,427-99.0% |