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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 | $39,648 | $97,732-59.4% | $83,831-52.7% | $135,380-70.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -4.42% | 1287.56%-1292.0pp | 850.99%-855.4pp | 519.81%-524.2pp |
| Employer contribution / active EE | $2,883 | $4,222-31.7% | $3,631-20.6% | $4,779-39.7% |
| Participant deferral / active EE | $12,333 | $4,683+163.4% | $4,082+202.1% | $5,609+119.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |