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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 | $29,924 | $92,766-67.7% | $82,763-63.8% | $134,545-77.8% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -19.51% | 946.97%-966.5pp | 702.45%-722.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $508 | $3,273-84.5% | $3,008-83.1% | $4,742-89.3% |
| Participant deferral / active EE | $2,530 | $4,802-47.3% | $4,395-42.4% | $6,401-60.5% |
| Admin fee / account holder | $6 | $5,978-99.9% | $5,325-99.9% | $11,431-99.9% |