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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 | $48,524 | $138,075-64.9% | $123,552-60.7% | $135,379-64.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.85% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,810 | $5,152-45.5% | $4,628-39.3% | $4,779-41.2% |
| Participant deferral / active EE | $3,492 | $6,800-48.6% | $6,426-45.7% | $5,609-37.7% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |