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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 | $46,027 | $93,124-50.6% | $77,100-40.3% | $134,545-65.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -13.06% | 62.68%-75.7pp | 42.35%-55.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $3,011 | $3,421-12.0% | $2,815+7.0% | $4,742-36.5% |
| Participant deferral / active EE | $4,009 | $5,242-23.5% | $4,430-9.5% | $6,401-37.4% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |