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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 | $65,632 | $92,766-29.2% | $82,763-20.7% | $134,545-51.2% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -17.85% | 946.97%-964.8pp | 702.45%-720.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,440 | $3,273-56.0% | $3,008-52.1% | $4,742-69.6% |
| Participant deferral / active EE | $2,708 | $4,802-43.6% | $4,395-38.4% | $6,401-57.7% |
| Admin fee / account holder | $5 | $5,978-99.9% | $5,325-99.9% | $11,431-100.0% |