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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 | $32,972 | $99,668-66.9% | $86,451-61.9% | $134,545-75.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -13.65% | 6789.61%-6803.3pp | 4398.51%-4412.2pp | 418.37%-432.0pp |
| Employer contribution / active EE | $18,091 | $4,403+310.9% | $3,770+379.9% | $4,742+281.5% |
| Participant deferral / active EE | $9,000 | $7,249+24.2% | $6,953+29.4% | $6,401+40.6% |
| Admin fee / account holder | $262 | $8,377-96.9% | $6,734-96.1% | $11,431-97.7% |