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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 | $69,899 | $138,072-49.4% | $123,549-43.4% | $135,382-48.4% |
| Participation rate | 47.4% | 84.7%-37.4pp | 82.3%-34.9pp | 82.6%-35.3pp |
| Annual return | -6.86% | 153.69%-160.6pp | 119.20%-126.1pp | 519.77%-526.6pp |
| Employer contribution / active EE | $1,579 | $5,152-69.3% | $4,628-65.9% | $4,779-67.0% |
| Participant deferral / active EE | $2,592 | $6,799-61.9% | $6,426-59.7% | $5,609-53.8% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,829-99.9% |