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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 | $77,788 | $180,466-56.9% | $154,114-49.5% | $135,382-42.5% |
| Participation rate | 41.7% | 87.4%-45.8pp | 83.0%-41.4pp | 82.6%-41.0pp |
| Annual return | -8.26% | 888.15%-896.4pp | 735.16%-743.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $1,728 | $6,035-71.4% | $5,298-67.4% | $4,779-63.9% |
| Participant deferral / active EE | $4,492 | $5,806-22.6% | $5,081-11.6% | $5,609-19.9% |
| Admin fee / account holder | $15 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |