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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 | $33,951 | $142,392-76.2% | $119,622-71.6% | $134,532-74.8% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | 1156.76% | -12.46%+1169.2pp | -14.98%+1171.7pp | 418.27%+738.5pp |
| Employer contribution / active EE | $3,073 | $5,224-41.2% | $4,232-27.4% | $4,741-35.2% |
| Participant deferral / active EE | $2,420 | $6,467-62.6% | $5,601-56.8% | $6,401-62.2% |
| Admin fee / account holder | $108 | $13,593-99.2% | $10,328-99.0% | $11,429-99.1% |