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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 | $62,845 | $138,078-54.5% | $125,363-49.9% | $134,509-53.3% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -17.47% | 750.49%-768.0pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,929 | $7,800-49.6% | $7,447-47.2% | $6,400-38.6% |
| Admin fee / account holder | $21 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |