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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 | $80,810 | $138,102-41.5% | $125,381-35.5% | $134,532-39.9% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -18.28% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $4,903 | $5,245-6.5% | $4,815+1.8% | $4,741+3.4% |
| Participant deferral / active EE | $8,924 | $7,801+14.4% | $7,448+19.8% | $6,401+39.4% |
| Admin fee / account holder | $8 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |