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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 | $47,488 | $168,636-71.8% | $147,618-67.8% | $125,388-62.1% |
| Participation rate | 64.3% | 88.8%-24.5pp | 84.6%-20.3pp | 83.2%-18.9pp |
| Annual return | -2.91% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,938 | $6,252-69.0% | $5,565-65.2% | $4,866-60.2% |
| Participant deferral / active EE | $3,487 | $5,507-36.7% | $4,895-28.8% | $5,352-34.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |