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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 | $44,078 | $97,732-54.9% | $83,831-47.4% | $135,380-67.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.55% | 1287.56%-1297.1pp | 850.99%-860.5pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,827 | $4,222-56.7% | $3,631-49.7% | $4,779-61.8% |
| Participant deferral / active EE | $4,877 | $4,683+4.1% | $4,082+19.5% | $5,609-13.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |