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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 | $39,395 | $90,606-56.5% | $79,466-50.4% | $135,379-70.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -6.10% | 977.69%-983.8pp | 718.28%-724.4pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,485 | $3,068-51.6% | $2,800-47.0% | $4,779-68.9% |
| Participant deferral / active EE | $3,229 | $4,050-20.3% | $3,704-12.8% | $5,609-42.4% |
| Admin fee / account holder | $249 | $5,895-95.8% | $5,104-95.1% | $10,828-97.7% |