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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 | $47,530 | $88,585-46.3% | $69,884-32.0% | $134,532-64.7% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -20.01% | 442.80%-462.8pp | 190.81%-210.8pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,470 | $3,235-23.7% | $2,560-3.5% | $4,741-47.9% |
| Participant deferral / active EE | $7,095 | $4,770+48.8% | $3,848+84.4% | $6,401+10.8% |
| Admin fee / account holder | $21 | $10,441-99.8% | $6,266-99.7% | $11,429-99.8% |