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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 | $42,414 | $92,684-54.2% | $82,706-48.7% | $134,509-68.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -6.61% | 945.84%-952.5pp | 701.76%-708.4pp | 418.13%-424.7pp |
| Employer contribution / active EE | $1,500 | $3,272-54.2% | $3,007-50.1% | $4,741-68.4% |
| Participant deferral / active EE | $1,500 | $4,800-68.7% | $4,394-65.9% | $6,400-76.6% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |