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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 | $34,383 | $190,879-82.0% | $160,009-78.5% | $134,532-74.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -14.42% | 552.63%-567.0pp | 408.85%-423.3pp | 418.27%-432.7pp |
| Employer contribution / active EE | $23,667 | $4,995+373.8% | $4,225+460.1% | $4,741+399.2% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $138 | $10,495-98.7% | $8,715-98.4% | $11,429-98.8% |