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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 | $71,636 | $197,819-63.8% | $155,789-54.0% | $125,388-42.9% |
| Participation rate | 54.5% | 82.1%-27.5pp | 76.1%-21.6pp | 83.2%-28.6pp |
| Annual return | -0.72% | 86.73%-87.4pp | 71.54%-72.3pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,034 | $4,850-58.1% | $3,839-47.0% | $4,866-58.2% |
| Participant deferral / active EE | $4,280 | $5,631-24.0% | $4,798-10.8% | $5,352-20.0% |
| Admin fee / account holder | $6 | $9,544-99.9% | $7,477-99.9% | $9,541-99.9% |