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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 | $33,993 | $138,078-75.4% | $125,363-72.9% | $134,509-74.7% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -20.44% | 750.49%-770.9pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $2,167 | $5,245-58.7% | $4,815-55.0% | $4,741-54.3% |
| Participant deferral / active EE | $3,900 | $7,800-50.0% | $7,447-47.6% | $6,400-39.1% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |