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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 | $92,684-24.3% | $82,706-15.1% | $134,509-47.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -10.71% | 945.84%-956.5pp | 701.76%-712.5pp | 418.13%-428.8pp |
| Employer contribution / active EE | $1,643 | $3,272-49.8% | $3,007-45.4% | $4,741-65.3% |
| Participant deferral / active EE | $8,700 | $4,800+81.3% | $4,394+98.0% | $6,400+35.9% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |