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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 | $82,982 | $97,732-15.1% | $83,831-1.0% | $135,380-38.7% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -8.22% | 1287.56%-1295.8pp | 850.99%-859.2pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,944 | $4,222-54.0% | $3,631-46.5% | $4,779-59.3% |
| Participant deferral / active EE | $5,659 | $4,683+20.8% | $4,082+38.6% | $5,609+0.9% |
| Admin fee / account holder | $190 | $6,675-97.2% | $5,479-96.5% | $10,828-98.2% |