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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 | $110,511 | $138,076-20.0% | $123,553-10.6% | $135,380-18.4% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -7.44% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,331 | $6,800-51.0% | $6,426-48.2% | $5,609-40.6% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |