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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 | $35,486 | $97,732-63.7% | $83,831-57.7% | $135,380-73.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -8.32% | 1287.56%-1295.9pp | 850.99%-859.3pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,211 | $4,222-71.3% | $3,631-66.6% | $4,779-74.7% |
| Participant deferral / active EE | $4,032 | $4,683-13.9% | $4,082-1.2% | $5,609-28.1% |
| Admin fee / account holder | $126 | $6,675-98.1% | $5,479-97.7% | $10,828-98.8% |