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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 | $105,937 | $134,001-20.9% | $112,258-5.6% | $134,509-21.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.00% | 47.15%-64.2pp | 27.47%-44.5pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,900 | $4,039-53.0% | $3,636-47.8% | $4,741-59.9% |
| Participant deferral / active EE | $7,470 | $5,291+41.2% | $4,728+58.0% | $6,400+16.7% |
| Admin fee / account holder | $55 | $7,491-99.3% | $6,411-99.1% | $11,427-99.5% |