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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 | $87,033 | $138,075-37.0% | $123,552-29.6% | $135,379-35.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.22% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $2,331 | $5,152-54.7% | $4,628-49.6% | $4,779-51.2% |
| Participant deferral / active EE | $4,788 | $6,800-29.6% | $6,426-25.5% | $5,609-14.6% |
| Admin fee / account holder | $54 | $10,917-99.5% | $9,285-99.4% | $10,828-99.5% |