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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 | $39,499 | $138,078-71.4% | $125,363-68.5% | $134,509-70.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.22% | 750.49%-769.7pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,991 | $5,245-62.0% | $4,815-58.7% | $4,741-58.0% |
| Participant deferral / active EE | $6,811 | $7,800-12.7% | $7,447-8.5% | $6,400+6.4% |
| Admin fee / account holder | $229 | $11,566-98.0% | $10,005-97.7% | $11,427-98.0% |