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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 | $49,515 | $138,075-64.1% | $123,552-59.9% | $135,379-63.4% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -4.65% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $1,440 | $5,152-72.0% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $3,071 | $6,800-54.8% | $6,426-52.2% | $5,609-45.3% |
| Admin fee / account holder | $111 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |