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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 | $62,072 | $160,059-61.2% | $140,019-55.7% | $135,379-54.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -7.93% | 911.44%-919.4pp | 651.15%-659.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,431 | $6,420-77.7% | $5,605-74.5% | $4,779-70.1% |
| Participant deferral / active EE | $6,076 | $7,641-20.5% | $6,927-12.3% | $5,609+8.3% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |