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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 | $60,703 | $138,076-56.0% | $123,553-50.9% | $135,380-55.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.22% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,588 | $5,152-69.2% | $4,628-65.7% | $4,779-66.8% |
| Participant deferral / active EE | $3,753 | $6,800-44.8% | $6,426-41.6% | $5,609-33.1% |
| Admin fee / account holder | $83 | $10,917-99.2% | $9,284-99.1% | $10,828-99.2% |