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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 | $22,521 | $138,114-83.7% | $125,391-82.0% | $134,545-83.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -6.17% | 750.88%-757.1pp | 572.41%-578.6pp | 418.37%-424.5pp |
| Employer contribution / active EE | $2,358 | $5,246-55.0% | $4,816-51.0% | $4,742-50.3% |
| Participant deferral / active EE | $7,313 | $7,801-6.2% | $7,448-1.8% | $6,401+14.2% |
| Admin fee / account holder | $300 | $11,570-97.4% | $10,009-97.0% | $11,431-97.4% |