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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 | $62,682 | $152,542-58.9% | $117,498-46.7% | $134,509-53.4% |
| Participation rate | 57.9% | 77.1%-19.2pp | 70.6%-12.7pp | 81.2%-23.3pp |
| Annual return | -18.40% | 53.02%-71.4pp | 29.75%-48.2pp | 418.13%-436.5pp |
| Employer contribution / active EE | $782 | $5,574-86.0% | $4,178-81.3% | $4,741-83.5% |
| Participant deferral / active EE | $6,340 | $4,819+31.6% | $4,071+55.7% | $6,400-0.9% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |