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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 | $63,555 | $97,761-35.0% | $83,850-24.2% | $135,382-53.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.89% | 1287.44%-1293.3pp | 850.92%-856.8pp | 519.77%-525.7pp |
| Employer contribution / active EE | $1,319 | $4,222-68.8% | $3,631-63.7% | $4,779-72.4% |
| Participant deferral / active EE | $8,837 | $4,682+88.7% | $4,082+116.5% | $5,609+57.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |