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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 | $27,097 | $92,684-70.8% | $82,706-67.2% | $134,509-79.9% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -19.61% | 945.84%-965.4pp | 701.76%-721.4pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,031 | $3,272-68.5% | $3,007-65.7% | $4,741-78.3% |
| Participant deferral / active EE | $3,149 | $4,800-34.4% | $4,394-28.3% | $6,400-50.8% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |