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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 | $43,736 | $180,459-75.8% | $154,108-71.6% | $135,380-67.7% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -5.21% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,616 | $6,035-73.2% | $5,298-69.5% | $4,779-66.2% |
| Participant deferral / active EE | $4,636 | $5,806-20.2% | $5,081-8.8% | $5,609-17.4% |
| Admin fee / account holder | $53 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |