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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 | $70,177 | $92,766-24.4% | $82,763-15.2% | $134,545-47.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -10.71% | 946.97%-957.7pp | 702.45%-713.2pp | 418.37%-429.1pp |
| Employer contribution / active EE | $1,643 | $3,273-49.8% | $3,008-45.4% | $4,742-65.4% |
| Participant deferral / active EE | $8,700 | $4,802+81.2% | $4,395+97.9% | $6,401+35.9% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |