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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 | $63,295 | $92,743-31.8% | $82,744-23.5% | $134,532-53.0% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | -15.94% | 946.63%-962.6pp | 702.22%-718.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,608 | $3,273-20.3% | $3,008-13.3% | $4,741-45.0% |
| Participant deferral / active EE | $8,281 | $4,802+72.5% | $4,395+88.4% | $6,401+29.4% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |