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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 | $56,646 | $88,585-36.1% | $69,884-18.9% | $134,532-57.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -13.24% | 442.80%-456.0pp | 190.81%-204.1pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,460 | $3,235-54.9% | $2,560-43.0% | $4,741-69.2% |
| Participant deferral / active EE | $6,273 | $4,770+31.5% | $3,848+63.0% | $6,401-2.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |