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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 | $37,834 | $92,684-59.2% | $82,706-54.3% | $134,509-71.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.44% | 945.84%-961.3pp | 701.76%-717.2pp | 418.13%-433.6pp |
| Employer contribution / active EE | $1,574 | $3,272-51.9% | $3,007-47.7% | $4,741-66.8% |
| Participant deferral / active EE | $4,322 | $4,800-9.9% | $4,394-1.6% | $6,400-32.5% |
| Admin fee / account holder | $71 | $5,982-98.8% | $5,329-98.7% | $11,427-99.4% |