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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 | $20,345 | $84,551-75.9% | $61,452-66.9% | $134,532-84.9% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -16.34% | 585.39%-601.7pp | 338.96%-355.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $819 | $1,545-47.0% | $1,160-29.4% | $4,741-82.7% |
| Participant deferral / active EE | $1,460 | $2,818-48.2% | $2,125-31.3% | $6,401-77.2% |
| Admin fee / account holder | $5 | $2,587-99.8% | $2,131-99.7% | $11,429-100.0% |