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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 | $68,556 | $190,879-64.1% | $160,009-57.2% | $134,532-49.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -19.27% | 552.63%-571.9pp | 408.85%-428.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,453 | $4,995-50.9% | $4,225-41.9% | $4,741-48.3% |
| Participant deferral / active EE | $7,479 | $6,924+8.0% | $6,183+21.0% | $6,401+16.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |