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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 | $32,191 | $190,916-83.1% | $160,037-79.9% | $134,545-76.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -9.97% | 552.79%-562.8pp | 408.95%-418.9pp | 418.37%-428.3pp |
| Employer contribution / active EE | $686 | $4,996-86.3% | $4,226-83.8% | $4,742-85.5% |
| Participant deferral / active EE | $3,636 | $6,925-47.5% | $6,184-41.2% | $6,401-43.2% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |