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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 | $84,086 | $97,732-14.0% | $83,831+0.3% | $135,380-37.9% |
| Participation rate | 65.0% | 80.0%-15.0pp | 76.1%-11.1pp | 82.6%-17.6pp |
| Annual return | -9.28% | 1287.56%-1296.8pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,706 | $4,222-59.6% | $3,631-53.0% | $4,779-64.3% |
| Participant deferral / active EE | $3,752 | $4,683-19.9% | $4,082-8.1% | $5,609-33.1% |
| Admin fee / account holder | $38 | $6,675-99.4% | $5,479-99.3% | $10,828-99.6% |