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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 | $40,229 | $84,551-52.4% | $61,452-34.5% | $134,532-70.1% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -16.46% | 585.39%-601.8pp | 338.96%-355.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $454 | $1,545-70.6% | $1,160-60.9% | $4,741-90.4% |
| Participant deferral / active EE | $567 | $2,818-79.9% | $2,125-73.3% | $6,401-91.1% |
| Admin fee / account holder | $203 | $2,587-92.2% | $2,131-90.5% | $11,429-98.2% |