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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 | $28,570 | $138,114-79.3% | $125,391-77.2% | $134,545-78.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.48% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $4,566 | $5,246-13.0% | $4,816-5.2% | $4,742-3.7% |
| Participant deferral / active EE | $4,376 | $7,801-43.9% | $7,448-41.3% | $6,401-31.6% |
| Admin fee / account holder | $284 | $11,570-97.5% | $10,009-97.2% | $11,431-97.5% |