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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 | $35,416 | $190,862-81.4% | $159,991-77.9% | $134,509-73.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -13.42% | 552.59%-566.0pp | 408.82%-422.2pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,407 | $4,995-71.8% | $4,225-66.7% | $4,741-70.3% |
| Participant deferral / active EE | $1,546 | $6,924-77.7% | $6,183-75.0% | $6,400-75.8% |
| Admin fee / account holder | $105 | $10,495-99.0% | $8,715-98.8% | $11,427-99.1% |