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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 | $91,301 | $190,879-52.2% | $160,009-42.9% | $134,532-32.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -19.29% | 552.63%-571.9pp | 408.85%-428.1pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,348 | $4,995-73.0% | $4,225-68.1% | $4,741-71.6% |
| Participant deferral / active EE | $9,950 | $6,924+43.7% | $6,183+60.9% | $6,401+55.4% |
| Admin fee / account holder | $17 | $10,495-99.8% | $8,715-99.8% | $11,429-99.9% |