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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 | $56,801 | $138,102-58.9% | $125,381-54.7% | $134,532-57.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.16% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,050 | $5,245-41.9% | $4,815-36.7% | $4,741-35.7% |
| Participant deferral / active EE | $4,878 | $7,801-37.5% | $7,448-34.5% | $6,401-23.8% |
| Admin fee / account holder | $168 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |