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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 | $83,066 | $84,628-1.8% | $61,501+35.1% | $134,545-38.3% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -19.12% | 585.61%-604.7pp | 339.04%-358.2pp | 418.37%-437.5pp |
| Employer contribution / active EE | $843 | $1,545-45.4% | $1,160-27.3% | $4,742-82.2% |
| Participant deferral / active EE | $4,186 | $2,819+48.5% | $2,125+97.0% | $6,401-34.6% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |