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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 | $69,134 | $138,102-49.9% | $125,381-44.9% | $134,532-48.6% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -17.66% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $5,683 | $5,245+8.3% | $4,815+18.0% | $4,741+19.9% |
| Participant deferral / active EE | $5,040 | $7,801-35.4% | $7,448-32.3% | $6,401-21.3% |
| Admin fee / account holder | $269 | $11,568-97.7% | $10,007-97.3% | $11,429-97.6% |