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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 | $71,485 | $92,743-22.9% | $82,744-13.6% | $134,532-46.9% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -6.93% | 946.63%-953.6pp | 702.22%-709.1pp | 418.27%-425.2pp |
| Employer contribution / active EE | $1,032 | $3,273-68.5% | $3,008-65.7% | $4,741-78.2% |
| Participant deferral / active EE | $3,349 | $4,802-30.2% | $4,395-23.8% | $6,401-47.7% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |