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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 | $39,737 | $138,102-71.2% | $125,381-68.3% | $134,532-70.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.30% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,456 | $5,245-72.2% | $4,815-69.8% | $4,741-69.3% |
| Participant deferral / active EE | $6,333 | $7,801-18.8% | $7,448-15.0% | $6,401-1.1% |
| Admin fee / account holder | $232 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |