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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 | $79,957 | $99,647-19.8% | $86,439-7.5% | $134,509-40.6% |
| Participation rate | 46.7% | 82.1%-35.4pp | 80.3%-33.7pp | 81.2%-34.6pp |
| Annual return | -17.22% | 6784.13%-6801.4pp | 4395.55%-4412.8pp | 418.13%-435.4pp |
| Employer contribution / active EE | $3,081 | $4,401-30.0% | $3,769-18.2% | $4,741-35.0% |
| Participant deferral / active EE | $6,164 | $7,246-14.9% | $6,952-11.3% | $6,400-3.7% |
| Admin fee / account holder | $80 | $8,373-99.0% | $6,732-98.8% | $11,427-99.3% |