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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 | $55,170 | $84,551-34.7% | $61,452-10.2% | $134,532-59.0% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -13.75% | 585.39%-599.1pp | 338.96%-352.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $785 | $1,545-49.2% | $1,160-32.3% | $4,741-83.4% |
| Participant deferral / active EE | $6,786 | $2,818+140.8% | $2,125+219.4% | $6,401+6.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |