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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 | $31,935 | $133,998-76.2% | $112,263-71.6% | $134,545-76.3% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -18.38% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,886 | $4,040-53.3% | $3,636-48.1% | $4,742-60.2% |
| Participant deferral / active EE | $7,267 | $5,292+37.3% | $4,729+53.7% | $6,401+13.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |