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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 | $59,134 | $90,607-34.7% | $79,467-25.6% | $135,380-56.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.01% | 977.74%-986.7pp | 718.30%-727.3pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,657 | $3,068-13.4% | $2,800-5.1% | $4,779-44.4% |
| Participant deferral / active EE | $3,004 | $4,050-25.8% | $3,704-18.9% | $5,609-46.4% |
| Admin fee / account holder | $15 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |