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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 | $53,019 | $168,635-68.6% | $147,617-64.1% | $125,389-57.7% |
| Participation rate | 44.4% | 88.8%-44.3pp | 84.6%-40.2pp | 83.2%-38.7pp |
| Annual return | -2.15% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,940 | $6,252-69.0% | $5,564-65.1% | $4,866-60.1% |
| Participant deferral / active EE | $2,425 | $5,507-56.0% | $4,895-50.5% | $5,352-54.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |