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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 | $18,786 | $138,102-86.4% | $125,381-85.0% | $134,532-86.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.85% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,746 | $5,245-47.6% | $4,815-43.0% | $4,741-42.1% |
| Participant deferral / active EE | $4,784 | $7,801-38.7% | $7,448-35.8% | $6,401-25.3% |
| Admin fee / account holder | $27 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |