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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 | $117,767 | $180,459-34.7% | $154,108-23.6% | $135,380-13.0% |
| Participation rate | 35.0% | 87.4%-52.4pp | 83.0%-48.0pp | 82.6%-47.6pp |
| Annual return | -6.76% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,442 | $6,035-43.0% | $5,298-35.0% | $4,779-28.0% |
| Participant deferral / active EE | $4,324 | $5,806-25.5% | $5,081-14.9% | $5,609-22.9% |
| Admin fee / account holder | $115 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |