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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 | $20,765 | $190,879-89.1% | $160,009-87.0% | $134,532-84.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -7.64% | 552.63%-560.3pp | 408.85%-416.5pp | 418.27%-425.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,003 | $6,924-56.6% | $6,183-51.4% | $6,401-53.1% |
| Admin fee / account holder | -$842 | $10,495-108.0% | $8,715-109.7% | $11,429-107.4% |