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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 | $36,277 | $190,879-81.0% | $160,009-77.3% | $134,532-73.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -18.24% | 552.63%-570.9pp | 408.85%-427.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,564 | $4,995-48.7% | $4,225-39.3% | $4,741-45.9% |
| Participant deferral / active EE | $11,111 | $6,924+60.5% | $6,183+79.7% | $6,401+73.6% |
| Admin fee / account holder | $88 | $10,495-99.2% | $8,715-99.0% | $11,429-99.2% |