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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 | $44,526 | $180,462-75.3% | $154,111-71.1% | $135,379-67.1% |
| Participation rate | 41.7% | 87.4%-45.8pp | 83.0%-41.4pp | 82.6%-41.0pp |
| Annual return | -5.17% | 888.17%-893.3pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,570 | $6,036-74.0% | $5,298-70.4% | $4,779-67.1% |
| Participant deferral / active EE | $4,443 | $5,806-23.5% | $5,081-12.6% | $5,609-20.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |