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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 | $54,914 | $92,766-40.8% | $82,763-33.6% | $134,545-59.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.42% | 946.97%-965.4pp | 702.45%-720.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,818 | $3,273-13.9% | $3,008-6.3% | $4,742-40.6% |
| Participant deferral / active EE | $8,418 | $4,802+75.3% | $4,395+91.5% | $6,401+31.5% |
| Admin fee / account holder | $25 | $5,978-99.6% | $5,325-99.5% | $11,431-99.8% |