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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 | $18,742 | $92,684-79.8% | $82,706-77.3% | $134,509-86.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -20.82% | 945.84%-966.7pp | 701.76%-722.6pp | 418.13%-439.0pp |
| Employer contribution / active EE | $1,833 | $3,272-44.0% | $3,007-39.0% | $4,741-61.3% |
| Participant deferral / active EE | $3,250 | $4,800-32.3% | $4,394-26.0% | $6,400-49.2% |
| Admin fee / account holder | $165 | $5,982-97.3% | $5,329-96.9% | $11,427-98.6% |