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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 | $38,962 | $97,732-60.1% | $83,831-53.5% | $135,380-71.2% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -5.28% | 1287.56%-1292.8pp | 850.99%-856.3pp | 519.81%-525.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,176 | $4,683-53.5% | $4,082-46.7% | $5,609-61.2% |
| Admin fee / account holder | $204 | $6,675-97.0% | $5,479-96.3% | $10,828-98.1% |