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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 | $99,800 | $190,916-47.7% | $160,037-37.6% | $134,545-25.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -14.81% | 552.79%-567.6pp | 408.95%-423.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $666 | $4,996-86.7% | $4,226-84.2% | $4,742-86.0% |
| Participant deferral / active EE | $3,375 | $6,925-51.3% | $6,184-45.4% | $6,401-47.3% |
| Admin fee / account holder | $12 | $10,497-99.9% | $8,716-99.9% | $11,431-99.9% |