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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 | $30,659 | $138,114-77.8% | $125,391-75.5% | $134,545-77.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.48% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,513 | $5,246-52.1% | $4,816-47.8% | $4,742-47.0% |
| Participant deferral / active EE | $5,163 | $7,801-33.8% | $7,448-30.7% | $6,401-19.3% |
| Admin fee / account holder | $170 | $11,570-98.5% | $10,009-98.3% | $11,431-98.5% |