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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 | $69,511 | $95,979-27.6% | $74,551-6.8% | $135,380-48.7% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | -6.21% | 56.97%-63.2pp | 32.53%-38.7pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,098 | $2,716-59.6% | $1,961-44.0% | $4,779-77.0% |
| Participant deferral / active EE | $3,057 | $3,844-20.5% | $3,108-1.7% | $5,609-45.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |