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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 | $37,000 | $92,743-60.1% | $82,744-55.3% | $134,532-72.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -9.09% | 946.63%-955.7pp | 702.22%-711.3pp | 418.27%-427.4pp |
| Employer contribution / active EE | $7,911 | $3,273+141.7% | $3,008+163.0% | $4,741+66.9% |
| Participant deferral / active EE | $8,664 | $4,802+80.4% | $4,395+97.2% | $6,401+35.4% |
| Admin fee / account holder | $90 | $5,977-98.5% | $5,325-98.3% | $11,429-99.2% |