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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 | $40,732 | $90,607-55.0% | $79,467-48.7% | $135,380-69.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -9.04% | 977.74%-986.8pp | 718.30%-727.3pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,765 | $3,068-42.5% | $2,800-37.0% | $4,779-63.1% |
| Participant deferral / active EE | $3,703 | $4,050-8.6% | $3,7040% | $5,609-34.0% |
| Admin fee / account holder | $22 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |