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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 | $18,902 | $138,102-86.3% | $125,381-84.9% | $134,532-85.9% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -5.95% | 750.73%-756.7pp | 572.31%-578.3pp | 418.27%-424.2pp |
| Employer contribution / active EE | $2,259 | $5,245-56.9% | $4,815-53.1% | $4,741-52.4% |
| Participant deferral / active EE | $7,080 | $7,801-9.2% | $7,448-4.9% | $6,401+10.6% |
| Admin fee / account holder | $178 | $11,568-98.5% | $10,007-98.2% | $11,429-98.4% |