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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 | $75,117 | $180,462-58.4% | $154,111-51.3% | $135,379-44.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -4.14% | 888.17%-892.3pp | 735.18%-739.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $2,277 | $6,036-62.3% | $5,298-57.0% | $4,779-52.4% |
| Participant deferral / active EE | $3,574 | $5,806-38.5% | $5,081-29.7% | $5,609-36.3% |
| Admin fee / account holder | $113 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |