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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 | $83,497 | $168,635-50.5% | $147,617-43.4% | $125,389-33.4% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -0.68% | 77.65%-78.3pp | 61.98%-62.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,333 | $6,252-78.7% | $5,564-76.0% | $4,866-72.6% |
| Participant deferral / active EE | $3,545 | $5,507-35.6% | $4,895-27.6% | $5,352-33.8% |
| Admin fee / account holder | $100 | $13,580-99.3% | $11,612-99.1% | $9,541-99.0% |