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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 | $56,542 | $84,628-33.2% | $61,501-8.1% | $134,545-58.0% |
| Participation rate | 21.1% | 62.2%-41.2pp | 52.6%-31.5pp | 81.2%-60.2pp |
| Annual return | -15.69% | 585.61%-601.3pp | 339.04%-354.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $568 | $1,545-63.2% | $1,160-51.0% | $4,742-88.0% |
| Participant deferral / active EE | $2,914 | $2,819+3.4% | $2,125+37.2% | $6,401-54.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |