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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 | $63,828 | $138,102-53.8% | $125,381-49.1% | $134,532-52.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.43% | 750.73%-768.2pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,410 | $5,245-73.1% | $4,815-70.7% | $4,741-70.3% |
| Participant deferral / active EE | $4,997 | $7,801-35.9% | $7,448-32.9% | $6,401-21.9% |
| Admin fee / account holder | $260 | $11,568-97.8% | $10,007-97.4% | $11,429-97.7% |