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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 | $84,304 | $138,075-38.9% | $123,552-31.8% | $135,379-37.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.72% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $3,741 | $5,152-27.4% | $4,628-19.2% | $4,779-21.7% |
| Participant deferral / active EE | $13,566 | $6,800+99.5% | $6,426+111.1% | $5,609+141.9% |
| Admin fee / account holder | $16 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |