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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 | $64,837 | $100,805-35.7% | $86,698-25.2% | $134,532-51.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -17.36% | 29.09%-46.4pp | 35.95%-53.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $6,833 | $3,490+95.8% | $2,837+140.9% | $4,741+44.1% |
| Participant deferral / active EE | $18,000 | $5,339+237.1% | $4,656+286.6% | $6,401+181.2% |
| Admin fee / account holder | $252 | $10,925-97.7% | $7,493-96.6% | $11,429-97.8% |