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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 | $71,810 | $92,743-22.6% | $82,744-13.2% | $134,532-46.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -18.37% | 946.63%-965.0pp | 702.22%-720.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,792 | $3,273-14.7% | $3,008-7.2% | $4,741-41.1% |
| Participant deferral / active EE | $3,350 | $4,802-30.2% | $4,395-23.8% | $6,401-47.7% |
| Admin fee / account holder | $20 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |