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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 | $105,336 | $152,597-31.0% | $117,533-10.4% | $134,532-21.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -16.46% | 53.04%-69.5pp | 29.77%-46.2pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,923 | $5,576-65.5% | $4,179-54.0% | $4,741-59.4% |
| Participant deferral / active EE | $7,871 | $4,821+63.3% | $4,072+93.3% | $6,401+23.0% |
| Admin fee / account holder | $184 | $7,007-97.4% | $5,647-96.8% | $11,429-98.4% |