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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 | $29,645 | $138,072-78.5% | $123,549-76.0% | $135,382-78.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -6.43% | 153.69%-160.1pp | 119.20%-125.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,562 | $5,152-69.7% | $4,628-66.3% | $4,779-67.3% |
| Participant deferral / active EE | $3,050 | $6,799-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |