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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 | $71,483 | $190,916-62.6% | $160,037-55.3% | $134,545-46.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -18.76% | 552.79%-571.5pp | 408.95%-427.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $781 | $4,996-84.4% | $4,226-81.5% | $4,742-83.5% |
| Participant deferral / active EE | $3,438 | $6,925-50.4% | $6,184-44.4% | $6,401-46.3% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |