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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 | $73,139 | $142,409-48.6% | $119,634-38.9% | $134,545-45.6% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -18.92% | -12.46%-6.5pp | -14.98%-3.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,493 | $5,224-71.4% | $4,232-64.7% | $4,742-68.5% |
| Participant deferral / active EE | $3,372 | $6,468-47.9% | $5,601-39.8% | $6,401-47.3% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |