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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 | $74,490 | $154,159-51.7% | $130,026-42.7% | $139,456-46.6% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.9pp | 80.3%-16.7pp |
| Annual return | 21.49% | 32.50%-11.0pp | -137.26%+158.7pp | 373.45%-352.0pp |
| Employer contribution / active EE | $2,682 | $5,292-49.3% | $4,321-37.9% | $4,753-43.6% |
| Participant deferral / active EE | $6,259 | $6,710-6.7% | $5,821+7.5% | $6,711-6.7% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |