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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 | $56,193 | $138,076-59.3% | $123,553-54.5% | $135,380-58.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.35% | 153.70%-157.0pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $1,933 | $5,152-62.5% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $2,990 | $6,800-56.0% | $6,426-53.5% | $5,609-46.7% |
| Admin fee / account holder | $288 | $10,917-97.4% | $9,284-96.9% | $10,828-97.3% |