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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 | $52,079 | $92,684-43.8% | $82,706-37.0% | $134,509-61.3% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -16.88% | 945.84%-962.7pp | 701.76%-718.6pp | 418.13%-435.0pp |
| Employer contribution / active EE | $2,302 | $3,272-29.6% | $3,007-23.5% | $4,741-51.4% |
| Participant deferral / active EE | $1,436 | $4,800-70.1% | $4,394-67.3% | $6,400-77.6% |
| Admin fee / account holder | $40 | $5,982-99.3% | $5,329-99.2% | $11,427-99.6% |