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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 | $88,214 | $138,114-36.1% | $125,391-29.6% | $134,545-34.4% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -18.32% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,195 | $5,246-77.2% | $4,816-75.2% | $4,742-74.8% |
| Participant deferral / active EE | $5,009 | $7,801-35.8% | $7,448-32.7% | $6,401-21.7% |
| Admin fee / account holder | $88 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |