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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 | $50,355 | $160,059-68.5% | $140,019-64.0% | $135,380-62.8% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | -6.32% | 911.48%-917.8pp | 651.17%-657.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,183 | $6,420-66.0% | $5,605-61.1% | $4,779-54.3% |
| Participant deferral / active EE | $2,701 | $7,641-64.7% | $6,927-61.0% | $5,609-51.8% |
| Admin fee / account holder | $98 | $13,328-99.3% | $10,705-99.1% | $10,828-99.1% |