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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 | $39,420 | $97,729-59.7% | $83,830-53.0% | $135,379-70.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -9.12% | 1287.52%-1296.6pp | 850.97%-860.1pp | 519.79%-528.9pp |
| Employer contribution / active EE | $2,204 | $4,222-47.8% | $3,631-39.3% | $4,779-53.9% |
| Participant deferral / active EE | $8,770 | $4,683+87.3% | $4,082+114.9% | $5,609+56.4% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,479-99.7% | $10,828-99.9% |