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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 | $68,094 | $190,862-64.3% | $159,991-57.4% | $134,509-49.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -17.68% | 552.59%-570.3pp | 408.82%-426.5pp | 418.13%-435.8pp |
| Employer contribution / active EE | $753 | $4,995-84.9% | $4,225-82.2% | $4,741-84.1% |
| Participant deferral / active EE | $7,062 | $6,924+2.0% | $6,183+14.2% | $6,400+10.3% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |