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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 | $24,155 | $92,743-74.0% | $82,744-70.8% | $134,532-82.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -19.27% | 946.63%-965.9pp | 702.22%-721.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $883 | $3,273-73.0% | $3,008-70.6% | $4,741-81.4% |
| Participant deferral / active EE | $7,249 | $4,802+51.0% | $4,395+64.9% | $6,401+13.2% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |