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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 | $43,999 | $138,076-68.1% | $123,553-64.4% | $135,380-67.5% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -7.29% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,267 | $5,152-56.0% | $4,628-51.0% | $4,779-52.6% |
| Participant deferral / active EE | $5,210 | $6,800-23.4% | $6,426-18.9% | $5,609-7.1% |
| Admin fee / account holder | $108 | $10,917-99.0% | $9,284-98.8% | $10,828-99.0% |