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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 | $36,338 | $138,078-73.7% | $125,363-71.0% | $134,509-73.0% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -17.70% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.8pp |
| Employer contribution / active EE | $9,248 | $5,245+76.3% | $4,815+92.1% | $4,741+95.1% |
| Participant deferral / active EE | $4,685 | $7,800-39.9% | $7,447-37.1% | $6,400-26.8% |
| Admin fee / account holder | $226 | $11,566-98.0% | $10,005-97.7% | $11,427-98.0% |