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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 | $76,447 | $197,819-61.4% | $155,789-50.9% | $125,388-39.0% |
| Participation rate | 63.6% | 82.1%-18.5pp | 76.1%-12.5pp | 83.2%-19.6pp |
| Annual return | -1.05% | 86.73%-87.8pp | 71.54%-72.6pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,071 | $4,850-57.3% | $3,839-46.0% | $4,866-57.4% |
| Participant deferral / active EE | $1,860 | $5,631-67.0% | $4,798-61.2% | $5,352-65.2% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |