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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 | $38,810 | $160,059-75.8% | $140,019-72.3% | $135,382-71.3% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -7.99% | 911.44%-919.4pp | 651.15%-659.1pp | 519.77%-527.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,749 | $7,641+27.6% | $6,927+40.7% | $5,609+73.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |