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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 | $118,609 | $180,459-34.3% | $154,108-23.0% | $135,380-12.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -3.97% | 888.21%-892.2pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,240 | $6,035-62.9% | $5,298-57.7% | $4,779-53.1% |
| Participant deferral / active EE | $12,000 | $5,806+106.7% | $5,081+136.2% | $5,609+113.9% |
| Admin fee / account holder | $285 | $16,145-98.2% | $13,411-97.9% | $10,828-97.4% |