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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 | $15,961 | $97,732-83.7% | $83,831-81.0% | $135,380-88.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -9.30% | 1287.56%-1296.9pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $760 | $4,222-82.0% | $3,631-79.1% | $4,779-84.1% |
| Participant deferral / active EE | $3,459 | $4,683-26.1% | $4,082-15.3% | $5,609-38.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |