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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 | $79,902 | $97,729-18.2% | $83,830-4.7% | $135,379-41.0% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | -6.06% | 1287.52%-1293.6pp | 850.97%-857.0pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,093 | $4,222-74.1% | $3,631-69.9% | $4,779-77.1% |
| Participant deferral / active EE | $4,103 | $4,683-12.4% | $4,082+0.5% | $5,609-26.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |