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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 | $101,492 | $180,459-43.8% | $154,108-34.1% | $135,380-25.0% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -6.84% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,408 | $6,035-76.7% | $5,298-73.4% | $4,779-70.5% |
| Participant deferral / active EE | $3,600 | $5,806-38.0% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $3 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |