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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 | $103,741 | $152,591-32.0% | $117,529-11.7% | $134,545-22.9% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -15.96% | 53.04%-69.0pp | 29.77%-45.7pp | 418.37%-434.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,780 | $4,821-0.9% | $4,072+17.4% | $6,401-25.3% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |