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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 | $41,439 | $180,459-77.0% | $154,108-73.1% | $135,380-69.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -6.46% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,850 | $6,035-19.6% | $5,298-8.4% | $4,779+1.5% |
| Participant deferral / active EE | $7,050 | $5,806+21.4% | $5,081+38.8% | $5,609+25.7% |
| Admin fee / account holder | $218 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |