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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 | $50,377 | $152,542-67.0% | $117,498-57.1% | $134,509-62.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -19.38% | 53.02%-72.4pp | 29.75%-49.1pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,564 | $4,819+139.9% | $4,071+184.0% | $6,400+80.7% |
| Admin fee / account holder | $268 | $7,006-96.2% | $5,646-95.3% | $11,427-97.7% |