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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 | $56,586 | $138,075-59.0% | $123,552-54.2% | $135,379-58.2% |
| Participation rate | 12.5% | 84.7%-72.2pp | 82.3%-69.8pp | 82.6%-70.1pp |
| Annual return | -2.62% | 153.70%-156.3pp | 119.20%-121.8pp | 519.79%-522.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $67 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |