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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 | $77,895 | $152,591-49.0% | $117,529-33.7% | $134,545-42.1% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -10.29% | 53.04%-63.3pp | 29.77%-40.1pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,587 | $5,576-71.5% | $4,179-62.0% | $4,742-66.5% |
| Participant deferral / active EE | $1,587 | $4,821-67.1% | $4,072-61.0% | $6,401-75.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |