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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 | $56,193 | $168,635-66.7% | $147,617-61.9% | $125,389-55.2% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | -2.00% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,416 | $6,252-77.3% | $5,564-74.5% | $4,866-70.9% |
| Participant deferral / active EE | $2,524 | $5,507-54.2% | $4,895-48.5% | $5,352-52.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |