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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 | $32,340 | $197,819-83.7% | $155,789-79.2% | $125,389-74.2% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | -3.11% | 86.73%-89.8pp | 71.54%-74.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,114 | $5,631-26.9% | $4,798-14.2% | $5,352-23.1% |
| Admin fee / account holder | $100 | $9,544-98.9% | $7,477-98.7% | $9,541-98.9% |