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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 | $7,737 | $84,551-90.8% | $61,452-87.4% | $134,532-94.2% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -18.87% | 585.39%-604.3pp | 338.96%-357.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $272 | $1,545-82.4% | $1,160-76.5% | $4,741-94.3% |
| Participant deferral / active EE | $2,154 | $2,818-23.6% | $2,125+1.4% | $6,401-66.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |