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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 | $23,468 | $84,628-72.3% | $61,501-61.8% | $134,545-82.6% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -17.95% | 585.61%-603.6pp | 339.04%-357.0pp | 418.37%-436.3pp |
| Employer contribution / active EE | $779 | $1,545-49.6% | $1,160-32.8% | $4,742-83.6% |
| Participant deferral / active EE | $2,820 | $2,8190% | $2,125+32.7% | $6,401-55.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |