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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 | $29,324 | $84,628-65.3% | $61,501-52.3% | $134,545-78.2% |
| Participation rate | 13.3% | 62.2%-48.9pp | 52.6%-39.2pp | 81.2%-67.9pp |
| Annual return | -14.64% | 585.61%-600.2pp | 339.04%-353.7pp | 418.37%-433.0pp |
| Employer contribution / active EE | $228 | $1,545-85.2% | $1,160-80.3% | $4,742-95.2% |
| Participant deferral / active EE | $1,662 | $2,819-41.0% | $2,125-21.8% | $6,401-74.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |