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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 | $9,879 | $84,551-88.3% | $61,452-83.9% | $134,532-92.7% |
| Participation rate | 38.5% | 62.2%-23.7pp | 52.6%-14.1pp | 81.2%-42.8pp |
| Annual return | -18.82% | 585.39%-604.2pp | 338.96%-357.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $908 | $1,545-41.2% | $1,160-21.7% | $4,741-80.8% |
| Participant deferral / active EE | $3,112 | $2,818+10.4% | $2,125+46.5% | $6,401-51.4% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |