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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 | $96,279 | $180,466-46.7% | $154,114-37.5% | $135,382-28.9% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -7.39% | 888.15%-895.5pp | 735.16%-742.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $1,359 | $6,035-77.5% | $5,298-74.3% | $4,779-71.6% |
| Participant deferral / active EE | $2,125 | $5,806-63.4% | $5,081-58.2% | $5,609-62.1% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |