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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 | $5,032 | $84,628-94.1% | $61,501-91.8% | $134,545-96.3% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -18.05% | 585.61%-603.7pp | 339.04%-357.1pp | 418.37%-436.4pp |
| Employer contribution / active EE | $542 | $1,545-64.9% | $1,160-53.3% | $4,742-88.6% |
| Participant deferral / active EE | $1,614 | $2,819-42.7% | $2,125-24.0% | $6,401-74.8% |
| Admin fee / account holder | $45 | $2,587-98.3% | $2,132-97.9% | $11,431-99.6% |