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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 | $80,748 | $133,981-39.7% | $112,249-28.1% | $134,532-40.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.74% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $4,414 | $4,040+9.3% | $3,636+21.4% | $4,741-6.9% |
| Participant deferral / active EE | $10,198 | $5,292+92.7% | $4,729+115.6% | $6,401+59.3% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |