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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 | $79,995 | $138,078-42.1% | $125,363-36.2% | $134,509-40.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -16.09% | 750.49%-766.6pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,362 | $5,245-55.0% | $4,815-50.9% | $4,741-50.2% |
| Participant deferral / active EE | $5,225 | $7,800-33.0% | $7,447-29.8% | $6,400-18.4% |
| Admin fee / account holder | $8 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |