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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 | $29,616 | $90,607-67.3% | $79,467-62.7% | $135,380-78.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -8.94% | 977.74%-986.7pp | 718.30%-727.2pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,745 | $3,068-43.1% | $2,800-37.7% | $4,779-63.5% |
| Participant deferral / active EE | $5,455 | $4,050+34.7% | $3,704+47.3% | $5,609-2.7% |
| Admin fee / account holder | $21 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |