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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 | $38,346 | $95,975-60.0% | $74,549-48.6% | $135,379-71.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.36% | 56.96%-62.3pp | 32.53%-37.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,615 | $2,716-40.5% | $1,961-17.6% | $4,779-66.2% |
| Participant deferral / active EE | $1,941 | $3,844-49.5% | $3,108-37.6% | $5,609-65.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |