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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 | $76,907 | $90,607-15.1% | $79,467-3.2% | $135,380-43.2% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | -5.39% | 977.74%-983.1pp | 718.30%-723.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $5,007 | $3,068+63.2% | $2,800+78.8% | $4,779+4.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |