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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 | $76,342 | $180,459-57.7% | $154,108-50.5% | $135,380-43.6% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -6.89% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,628 | $6,035-73.0% | $5,298-69.3% | $4,779-65.9% |
| Participant deferral / active EE | $4,540 | $5,806-21.8% | $5,081-10.6% | $5,609-19.1% |
| Admin fee / account holder | $2 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |