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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 | $59,885 | $135,645-55.9% | $110,243-45.7% | $135,380-55.8% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.8%-21.0pp | 82.6%-23.8pp |
| Annual return | -4.85% | 513.24%-518.1pp | 314.76%-319.6pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,815 | $5,507-67.0% | $4,672-61.2% | $5,609-67.6% |
| Admin fee / account holder | $152 | $11,458-98.7% | $8,548-98.2% | $10,828-98.6% |