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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 | $32,599 | $138,078-76.4% | $125,363-74.0% | $134,509-75.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.49% | 750.49%-766.0pp | 572.15%-587.6pp | 418.13%-433.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,589 | $7,800-66.8% | $7,447-65.2% | $6,400-59.6% |
| Admin fee / account holder | $44 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |