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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 | $107,411 | $138,102-22.2% | $125,381-14.3% | $134,532-20.2% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -14.84% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,065 | $5,245-79.7% | $4,815-77.9% | $4,741-77.5% |
| Participant deferral / active EE | $2,876 | $7,801-63.1% | $7,448-61.4% | $6,401-55.1% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |