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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 | $35,432 | $104,116-66.0% | $71,089-50.2% | $135,380-73.8% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.6%-11.8pp | 82.6%-39.8pp |
| Annual return | -7.31% | 1256.51%-1263.8pp | 650.65%-658.0pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,086 | $1,485-26.8% | $1,088-0.1% | $4,779-77.3% |
| Participant deferral / active EE | $1,086 | $2,524-57.0% | $1,873-42.0% | $5,609-80.6% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |