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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 | $69,316 | $99,647-30.4% | $86,439-19.8% | $134,509-48.5% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -12.71% | 6784.13%-6796.8pp | 4395.55%-4408.3pp | 418.13%-430.8pp |
| Employer contribution / active EE | $13,714 | $4,401+211.6% | $3,769+263.9% | $4,741+189.3% |
| Participant deferral / active EE | $10,764 | $7,246+48.5% | $6,952+54.8% | $6,400+68.2% |
| Admin fee / account holder | $151 | $8,373-98.2% | $6,732-97.8% | $11,427-98.7% |