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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 | $85,019 | $180,462-52.9% | $154,111-44.8% | $135,379-37.2% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -2.83% | 888.17%-891.0pp | 735.18%-738.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $3,398 | $6,036-43.7% | $5,298-35.9% | $4,779-28.9% |
| Participant deferral / active EE | $4,409 | $5,806-24.1% | $5,081-13.2% | $5,609-21.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |