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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 | $55,411 | $138,076-59.9% | $123,553-55.2% | $135,380-59.1% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | -8.89% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,576 | $5,152-69.4% | $4,628-65.9% | $4,779-67.0% |
| Participant deferral / active EE | $2,823 | $6,800-58.5% | $6,426-56.1% | $5,609-49.7% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |