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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 | $33,139 | $99,668-66.8% | $86,451-61.7% | $134,545-75.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.79% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,479 | $4,403-66.4% | $3,770-60.8% | $4,742-68.8% |
| Participant deferral / active EE | $7,700 | $7,249+6.2% | $6,953+10.7% | $6,401+20.3% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |