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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 | $38,575 | $138,078-72.1% | $125,363-69.2% | $134,509-71.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.78% | 750.49%-768.3pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,546 | $5,245-32.4% | $4,815-26.4% | $4,741-25.2% |
| Participant deferral / active EE | $7,237 | $7,800-7.2% | $7,447-2.8% | $6,400+13.1% |
| Admin fee / account holder | $203 | $11,566-98.2% | $10,005-98.0% | $11,427-98.2% |