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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 | $45,357 | $97,761-53.6% | $83,850-45.9% | $135,382-66.5% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -5.91% | 1287.44%-1293.4pp | 850.92%-856.8pp | 519.77%-525.7pp |
| Employer contribution / active EE | $1,506 | $4,222-64.3% | $3,631-58.5% | $4,779-68.5% |
| Participant deferral / active EE | $3,560 | $4,682-24.0% | $4,082-12.8% | $5,609-36.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |