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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 | $152,597-58.9% | $117,533-46.7% | $134,532-53.4% |
| Participation rate | 57.9% | 77.1%-19.2pp | 70.6%-12.7pp | 81.2%-23.3pp |
| Annual return | -18.40% | 53.04%-71.4pp | 29.77%-48.2pp | 418.27%-436.7pp |
| Employer contribution / active EE | $782 | $5,576-86.0% | $4,179-81.3% | $4,741-83.5% |
| Participant deferral / active EE | $6,340 | $4,821+31.5% | $4,072+55.7% | $6,401-1.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |