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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 | $25,643 | $90,607-71.7% | $79,467-67.7% | $135,380-81.1% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -9.61% | 977.74%-987.3pp | 718.30%-727.9pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,640 | $3,068-13.9% | $2,800-5.7% | $4,779-44.8% |
| Participant deferral / active EE | $5,863 | $4,050+44.8% | $3,704+58.3% | $5,609+4.5% |
| Admin fee / account holder | $13 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |