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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 | $33,992 | $138,076-75.4% | $123,553-72.5% | $135,380-74.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.34% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,500 | $5,152-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |