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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 | $32,529 | $97,732-66.7% | $83,831-61.2% | $135,380-76.0% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -5.95% | 1287.56%-1293.5pp | 850.99%-856.9pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,289 | $4,222-45.8% | $3,631-37.0% | $4,779-52.1% |
| Participant deferral / active EE | $2,737 | $4,683-41.5% | $4,082-32.9% | $5,609-51.2% |
| Admin fee / account holder | $262 | $6,675-96.1% | $5,479-95.2% | $10,828-97.6% |