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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 | $31,831 | $138,076-76.9% | $123,553-74.2% | $135,380-76.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.94% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,025 | $5,152-60.7% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $16,333 | $6,800+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $27 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |