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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 | $76,160 | $138,075-44.8% | $123,552-38.4% | $135,379-43.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.21% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,600 | $5,152-68.9% | $4,628-65.4% | $4,779-66.5% |
| Participant deferral / active EE | $9,107 | $6,800+33.9% | $6,426+41.7% | $5,609+62.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |