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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 | $59,954 | $138,102-56.6% | $125,381-52.2% | $134,532-55.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.00% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $4,243 | $5,245-19.1% | $4,815-11.9% | $4,741-10.5% |
| Participant deferral / active EE | $4,243 | $7,801-45.6% | $7,448-43.0% | $6,401-33.7% |
| Admin fee / account holder | $155 | $11,568-98.7% | $10,007-98.5% | $11,429-98.6% |