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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 | $40,409 | $92,684-56.4% | $82,706-51.1% | $134,509-70.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.36% | 945.84%-965.2pp | 701.76%-721.1pp | 418.13%-437.5pp |
| Employer contribution / active EE | $3,328 | $3,272+1.7% | $3,007+10.7% | $4,741-29.8% |
| Participant deferral / active EE | $2,821 | $4,800-41.2% | $4,394-35.8% | $6,400-55.9% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |