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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 | $43,398 | $90,606-52.1% | $79,466-45.4% | $135,379-67.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -7.16% | 977.69%-984.9pp | 718.28%-725.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $852 | $3,068-72.2% | $2,800-69.6% | $4,779-82.2% |
| Participant deferral / active EE | $5,414 | $4,050+33.7% | $3,704+46.2% | $5,609-3.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |