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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 | $24,171 | $138,114-82.5% | $125,391-80.7% | $134,545-82.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.43% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,194 | $5,246-77.2% | $4,816-75.2% | $4,742-74.8% |
| Participant deferral / active EE | $3,145 | $7,801-59.7% | $7,448-57.8% | $6,401-50.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |