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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 | $39,602 | $101,283-60.9% | $75,826-47.8% | $135,379-70.7% |
| Participation rate | 33.3% | 72.7%-39.4pp | 68.2%-34.9pp | 82.6%-49.3pp |
| Annual return | -8.18% | 3384.62%-3392.8pp | 1914.15%-1922.3pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,567 | $2,382-34.2% | $1,913-18.1% | $4,779-67.2% |
| Participant deferral / active EE | $1,958 | $3,469-43.5% | $2,862-31.6% | $5,609-65.1% |
| Admin fee / account holder | $66 | $6,539-99.0% | $4,726-98.6% | $10,828-99.4% |