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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 | $55,726 | $180,462-69.1% | $154,111-63.8% | $135,379-58.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.11% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,446 | $6,036-76.0% | $5,298-72.7% | $4,779-69.7% |
| Participant deferral / active EE | $4,100 | $5,806-29.4% | $5,081-19.3% | $5,609-26.9% |
| Admin fee / account holder | $245 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |