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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 | $34,683 | $180,462-80.8% | $154,111-77.5% | $135,379-74.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -4.96% | 888.17%-893.1pp | 735.18%-740.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,840 | $6,036-52.9% | $5,298-46.4% | $4,779-40.6% |
| Participant deferral / active EE | $4,104 | $5,806-29.3% | $5,081-19.2% | $5,609-26.8% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |