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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 | $66,184 | $90,617-27.0% | $79,476-16.7% | $135,382-51.1% |
| Participation rate | 62.5% | 76.1%-13.6pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -6.65% | 977.57%-984.2pp | 718.21%-724.9pp | 519.77%-526.4pp |
| Employer contribution / active EE | $2,454 | $3,068-20.0% | $2,800-12.4% | $4,779-48.6% |
| Participant deferral / active EE | $3,431 | $4,050-15.3% | $3,704-7.4% | $5,609-38.8% |
| Admin fee / account holder | $10 | $5,907-99.8% | $5,113-99.8% | $10,829-99.9% |