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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 | $55,241 | $138,114-60.0% | $125,391-55.9% | $134,545-58.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.81% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,344 | $5,246-74.4% | $4,816-72.1% | $4,742-71.6% |
| Participant deferral / active EE | $5,670 | $7,801-27.3% | $7,448-23.9% | $6,401-11.4% |
| Admin fee / account holder | $69 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |