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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 | $44,048 | $138,072-68.1% | $123,549-64.3% | $135,382-67.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.63% | 153.69%-162.3pp | 119.20%-127.8pp | 519.77%-528.4pp |
| Employer contribution / active EE | $4,585 | $5,152-11.0% | $4,628-0.9% | $4,779-4.1% |
| Participant deferral / active EE | $8,644 | $6,799+27.1% | $6,426+34.5% | $5,609+54.1% |
| Admin fee / account holder | $217 | $10,917-98.0% | $9,284-97.7% | $10,829-98.0% |