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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 | $47,962 | $88,585-45.9% | $69,884-31.4% | $134,532-64.3% |
| Participation rate | 56.5% | 74.9%-18.4pp | 70.5%-14.0pp | 81.2%-24.7pp |
| Annual return | -18.04% | 442.80%-460.8pp | 190.81%-208.9pp | 418.27%-436.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,476 | $4,770-69.0% | $3,848-61.6% | $6,401-76.9% |
| Admin fee / account holder | $253 | $10,441-97.6% | $6,266-96.0% | $11,429-97.8% |