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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 | $38,542 | $180,462-78.6% | $154,111-75.0% | $135,379-71.5% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -8.65% | 888.17%-896.8pp | 735.18%-743.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,466 | $6,036-75.7% | $5,298-72.3% | $4,779-69.3% |
| Participant deferral / active EE | $2,565 | $5,806-55.8% | $5,081-49.5% | $5,609-54.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |