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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 | $93,140 | $138,114-32.6% | $125,391-25.7% | $134,545-30.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.17% | 750.88%-760.1pp | 572.41%-581.6pp | 418.37%-427.5pp |
| Employer contribution / active EE | $2,413 | $5,246-54.0% | $4,816-49.9% | $4,742-49.1% |
| Participant deferral / active EE | $7,164 | $7,801-8.2% | $7,448-3.8% | $6,401+11.9% |
| Admin fee / account holder | $5 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |