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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 | $27,535 | $90,617-69.6% | $79,476-65.4% | $135,382-79.7% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -8.81% | 977.57%-986.4pp | 718.21%-727.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $1,969 | $3,068-35.8% | $2,800-29.7% | $4,779-58.8% |
| Participant deferral / active EE | $2,941 | $4,050-27.4% | $3,704-20.6% | $5,609-47.6% |
| Admin fee / account holder | $259 | $5,907-95.6% | $5,113-94.9% | $10,829-97.6% |