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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 | $22,920 | $92,743-75.3% | $82,744-72.3% | $134,532-83.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.73% | 946.63%-962.4pp | 702.22%-717.9pp | 418.27%-434.0pp |
| Employer contribution / active EE | $660 | $3,273-79.8% | $3,008-78.1% | $4,741-86.1% |
| Participant deferral / active EE | $2,724 | $4,802-43.3% | $4,395-38.0% | $6,401-57.4% |
| Admin fee / account holder | $10 | $5,977-99.8% | $5,325-99.8% | $11,429-99.9% |