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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 | $46,966 | $82,678-43.2% | $125,391-62.5% | $68,490-31.4% |
| Participation rate | 68.6% | 75.1%-6.5pp | 82.4%-13.8pp | 67.9%+0.7pp |
| Annual return | -18.71% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,001 | $3,382-11.3% | $4,816-37.7% | $2,597+15.6% |
| Participant deferral / active EE | $4,363 | $6,111-28.6% | $7,448-41.4% | $4,028+8.3% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |