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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 | $122,151 | $190,879-36.0% | $160,009-23.7% | $134,532-9.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -13.31% | 552.63%-565.9pp | 408.85%-422.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,167 | $6,924+3.5% | $6,183+15.9% | $6,401+12.0% |
| Admin fee / account holder | $80 | $10,495-99.2% | $8,715-99.1% | $11,429-99.3% |