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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 | $51,010 | $168,635-69.8% | $147,617-65.4% | $125,389-59.3% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -0.29% | 77.65%-77.9pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,339 | $6,252-30.6% | $5,564-22.0% | $4,866-10.8% |
| Participant deferral / active EE | $5,022 | $5,507-8.8% | $4,895+2.6% | $5,352-6.2% |
| Admin fee / account holder | $254 | $13,580-98.1% | $11,612-97.8% | $9,541-97.3% |