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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 | $50,980 | $138,078-63.1% | $125,363-59.3% | $134,509-62.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.31% | 750.49%-766.8pp | 572.15%-588.5pp | 418.13%-434.4pp |
| Employer contribution / active EE | $2,263 | $5,245-56.9% | $4,815-53.0% | $4,741-52.3% |
| Participant deferral / active EE | $3,143 | $7,800-59.7% | $7,447-57.8% | $6,400-50.9% |
| Admin fee / account holder | $285 | $11,566-97.5% | $10,005-97.2% | $11,427-97.5% |