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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 | $36,149 | $92,743-61.0% | $82,744-56.3% | $134,532-73.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.90% | 946.63%-964.5pp | 702.22%-720.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,730 | $3,273-16.6% | $3,008-9.2% | $4,741-42.4% |
| Participant deferral / active EE | $6,800 | $4,802+41.6% | $4,395+54.7% | $6,401+6.2% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |