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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 | $53,474 | $138,114-61.3% | $125,391-57.4% | $134,545-60.3% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -16.47% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,908 | $7,801-49.9% | $7,448-47.5% | $6,401-38.9% |
| Admin fee / account holder | $116 | $11,570-99.0% | $10,009-98.8% | $11,431-99.0% |