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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 | $61,708 | $138,114-55.3% | $125,391-50.8% | $134,545-54.1% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -20.44% | 750.88%-771.3pp | 572.41%-592.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,043 | $5,246-80.1% | $4,816-78.3% | $4,742-78.0% |
| Participant deferral / active EE | $3,759 | $7,801-51.8% | $7,448-49.5% | $6,401-41.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |