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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 | $52,277 | $135,645-61.5% | $110,243-52.6% | $135,380-61.4% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -7.10% | 513.24%-520.3pp | 314.76%-321.9pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,782 | $5,507+23.2% | $4,672+45.2% | $5,609+20.9% |
| Admin fee / account holder | $120 | $11,458-99.0% | $8,548-98.6% | $10,828-98.9% |