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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 | $69,305 | $93,117-25.6% | $77,096-10.1% | $134,532-48.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -16.67% | 62.67%-79.3pp | 42.35%-59.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,260 | $3,420-63.2% | $2,814-55.2% | $4,741-73.4% |
| Participant deferral / active EE | $10,600 | $5,241+102.2% | $4,429+139.3% | $6,401+65.6% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |