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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 | $43,625 | $95,979-54.5% | $74,551-41.5% | $135,380-67.8% |
| Participation rate | 52.2% | 75.7%-23.5pp | 69.1%-17.0pp | 82.6%-30.5pp |
| Annual return | -5.01% | 56.97%-62.0pp | 32.53%-37.5pp | 519.81%-524.8pp |
| Employer contribution / active EE | $5,008 | $2,716+84.4% | $1,961+155.4% | $4,779+4.8% |
| Participant deferral / active EE | $2,286 | $3,844-40.5% | $3,108-26.5% | $5,609-59.3% |
| Admin fee / account holder | $250 | $6,522-96.2% | $5,059-95.1% | $10,828-97.7% |