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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 | $49,995 | $97,732-48.8% | $83,831-40.4% | $135,380-63.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.68% | 1287.56%-1293.2pp | 850.99%-856.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,402 | $4,683-6.0% | $4,082+7.8% | $5,609-21.5% |
| Admin fee / account holder | $17 | $6,675-99.8% | $5,479-99.7% | $10,828-99.8% |