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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 | $81,366 | $138,102-41.1% | $125,381-35.1% | $134,532-39.5% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -17.64% | 750.73%-768.4pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,584 | $5,245-69.8% | $4,815-67.1% | $4,741-66.6% |
| Participant deferral / active EE | $9,342 | $7,801+19.8% | $7,448+25.4% | $6,401+46.0% |
| Admin fee / account holder | $81 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |