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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 | $92,116 | $180,462-49.0% | $154,111-40.2% | $135,379-32.0% |
| Participation rate | 11.1% | 87.4%-76.3pp | 83.0%-71.9pp | 82.6%-71.5pp |
| Annual return | -6.90% | 888.17%-895.1pp | 735.18%-742.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,569 | $5,806-55.8% | $5,081-49.4% | $5,609-54.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |