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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 | $115,372 | $138,114-16.5% | $125,391-8.0% | $134,545-14.3% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -9.13% | 750.88%-760.0pp | 572.41%-581.5pp | 418.37%-427.5pp |
| Employer contribution / active EE | $1,538 | $5,246-70.7% | $4,816-68.1% | $4,742-67.6% |
| Participant deferral / active EE | $6,284 | $7,801-19.4% | $7,448-15.6% | $6,401-1.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |