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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 | $63,939 | $138,078-53.7% | $125,363-49.0% | $134,509-52.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.60% | 750.49%-769.1pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,540 | $5,245-70.6% | $4,815-68.0% | $4,741-67.5% |
| Participant deferral / active EE | $10,250 | $7,800+31.4% | $7,447+37.6% | $6,400+60.1% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |