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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 | $93,725 | $154,193-39.2% | $130,045-27.9% | $139,466-32.8% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-17.0pp | 80.3%-18.8pp |
| Annual return | 24.56% | 32.51%-7.9pp | -137.30%+161.9pp | 373.66%-349.1pp |
| Employer contribution / active EE | $2,001 | $5,292-62.2% | $4,321-53.7% | $4,754-57.9% |
| Participant deferral / active EE | $6,138 | $6,709-8.5% | $5,820+5.5% | $6,712-8.5% |
| Admin fee / account holder | $6 | $13,989-100.0% | $10,600-99.9% | $11,409-99.9% |