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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 | $64,162 | $138,076-53.5% | $123,553-48.1% | $135,380-52.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.87% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,775 | $5,152-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $5,428 | $6,800-20.2% | $6,426-15.5% | $5,609-3.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |