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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 | $68,540 | $138,114-50.4% | $125,391-45.3% | $134,545-49.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -19.62% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,867 | $5,246-64.4% | $4,816-61.2% | $4,742-60.6% |
| Participant deferral / active EE | $4,333 | $7,801-44.5% | $7,448-41.8% | $6,401-32.3% |
| Admin fee / account holder | $104 | $11,570-99.1% | $10,009-99.0% | $11,431-99.1% |