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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 | $40,682 | $95,979-57.6% | $74,551-45.4% | $135,380-69.9% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.87% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,024 | $2,716-25.5% | $1,961+3.2% | $4,779-57.7% |
| Participant deferral / active EE | $7,610 | $3,844+98.0% | $3,108+144.8% | $5,609+35.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |