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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 | $41,625 | $106,557-60.9% | $91,227-54.4% | $134,545-69.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -3.77% | 160.81%-164.6pp | 114.14%-117.9pp | 418.37%-422.1pp |
| Employer contribution / active EE | $6,052 | $3,332+81.6% | $2,851+112.3% | $4,742+27.6% |
| Participant deferral / active EE | $8,205 | $4,719+73.9% | $4,234+93.8% | $6,401+28.2% |
| Admin fee / account holder | $214 | $6,235-96.6% | $5,423-96.0% | $11,431-98.1% |