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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 | $106,420 | $138,114-22.9% | $125,391-15.1% | $134,545-20.9% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.1pp |
| Annual return | -19.74% | 750.88%-770.6pp | 572.41%-592.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,235 | $5,246-57.4% | $4,816-53.6% | $4,742-52.9% |
| Participant deferral / active EE | $5,504 | $7,801-29.4% | $7,448-26.1% | $6,401-14.0% |
| Admin fee / account holder | $278 | $11,570-97.6% | $10,009-97.2% | $11,431-97.6% |