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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 | $28,633 | $90,607-68.4% | $79,467-64.0% | $135,380-78.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -4.43% | 977.74%-982.2pp | 718.30%-722.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,438 | $3,068-53.1% | $2,800-48.7% | $4,779-69.9% |
| Participant deferral / active EE | $3,763 | $4,050-7.1% | $3,704+1.6% | $5,609-32.9% |
| Admin fee / account holder | $18 | $5,895-99.7% | $5,104-99.7% | $10,828-99.8% |