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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 | $65,155 | $190,879-65.9% | $160,009-59.3% | $134,532-51.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.59% | 552.63%-571.2pp | 408.85%-427.4pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,473 | $4,995-70.5% | $4,225-65.1% | $4,741-68.9% |
| Participant deferral / active EE | $5,615 | $6,924-18.9% | $6,183-9.2% | $6,401-12.3% |
| Admin fee / account holder | $283 | $10,495-97.3% | $8,715-96.8% | $11,429-97.5% |