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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 | $102,989 | $168,635-38.9% | $147,617-30.2% | $125,389-17.9% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -1.92% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $7,217 | $6,252+15.4% | $5,564+29.7% | $4,866+48.3% |
| Participant deferral / active EE | $4,730 | $5,507-14.1% | $4,895-3.4% | $5,352-11.6% |
| Admin fee / account holder | $7 | $13,580-100.0% | $11,612-99.9% | $9,541-99.9% |