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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 | $61,252 | $138,102-55.6% | $125,381-51.1% | $134,532-54.5% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -16.54% | 750.73%-767.3pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,583 | $5,245-50.8% | $4,815-46.4% | $4,741-45.5% |
| Participant deferral / active EE | $3,298 | $7,801-57.7% | $7,448-55.7% | $6,401-48.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |