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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 | $57,897 | $133,998-56.8% | $112,263-48.4% | $134,545-57.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.75% | 47.17%-66.9pp | 27.49%-47.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,240 | $4,040-69.3% | $3,636-65.9% | $4,742-73.8% |
| Participant deferral / active EE | $15,833 | $5,292+199.2% | $4,729+234.8% | $6,401+147.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |