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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 | $54,554 | $90,606-39.8% | $79,466-31.3% | $135,379-59.7% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -7.25% | 977.69%-984.9pp | 718.28%-725.5pp | 519.79%-527.0pp |
| Employer contribution / active EE | $2,771 | $3,068-9.7% | $2,800-1.1% | $4,779-42.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |