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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 | $89,320 | $138,072-35.3% | $123,549-27.7% | $135,382-34.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.88% | 153.69%-159.6pp | 119.20%-125.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $2,021 | $5,152-60.8% | $4,628-56.3% | $4,779-57.7% |
| Participant deferral / active EE | $3,472 | $6,799-48.9% | $6,426-46.0% | $5,609-38.1% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |