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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 | $81,704 | $93,124-12.3% | $77,100+6.0% | $134,545-39.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -16.80% | 62.68%-79.5pp | 42.35%-59.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,403 | $5,242-54.2% | $4,430-45.8% | $6,401-62.5% |
| Admin fee / account holder | $125 | $6,970-98.2% | $5,443-97.7% | $11,431-98.9% |