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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 | $58,152 | $90,606-35.8% | $79,466-26.8% | $135,379-57.0% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -9.06% | 977.69%-986.8pp | 718.28%-727.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,391 | $3,068-22.0% | $2,800-14.6% | $4,779-50.0% |
| Participant deferral / active EE | $7,602 | $4,050+87.7% | $3,704+105.2% | $5,609+35.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |