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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 | $6,487 | $84,464-92.3% | $61,399-89.4% | $134,509-95.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -8.62% | 585.06%-593.7pp | 338.81%-347.4pp | 418.13%-426.8pp |
| Employer contribution / active EE | $730 | $1,545-52.7% | $1,159-37.0% | $4,741-84.6% |
| Participant deferral / active EE | $3,179 | $2,818+12.8% | $2,124+49.7% | $6,400-50.3% |
| Admin fee / account holder | $92 | $2,587-96.5% | $2,131-95.7% | $11,427-99.2% |