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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 | $17,451 | $84,551-79.4% | $61,452-71.6% | $134,532-87.0% |
| Participation rate | 39.1% | 62.2%-23.1pp | 52.6%-13.4pp | 81.2%-42.1pp |
| Annual return | -15.83% | 585.39%-601.2pp | 338.96%-354.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $888 | $1,545-42.5% | $1,160-23.4% | $4,741-81.3% |
| Participant deferral / active EE | $2,711 | $2,818-3.8% | $2,125+27.6% | $6,401-57.6% |
| Admin fee / account holder | $9 | $2,587-99.6% | $2,131-99.6% | $11,429-99.9% |