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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 | $70,873 | $138,114-48.7% | $125,391-43.5% | $134,545-47.3% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -9.73% | 750.88%-760.6pp | 572.41%-582.1pp | 418.37%-428.1pp |
| Employer contribution / active EE | $1,623 | $5,246-69.1% | $4,816-66.3% | $4,742-65.8% |
| Participant deferral / active EE | $4,229 | $7,801-45.8% | $7,448-43.2% | $6,401-33.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |