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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 | $37,646 | $138,114-72.7% | $125,391-70.0% | $134,545-72.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -11.69% | 750.88%-762.6pp | 572.41%-584.1pp | 418.37%-430.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,000 | $7,801+28.2% | $7,448+34.3% | $6,401+56.2% |
| Admin fee / account holder | $195 | $11,570-98.3% | $10,009-98.1% | $11,431-98.3% |