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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 | $81,147 | $135,645-40.2% | $110,243-26.4% | $135,380-40.1% |
| Participation rate | 39.1% | 83.5%-44.3pp | 79.8%-40.7pp | 82.6%-43.5pp |
| Annual return | -7.75% | 513.24%-521.0pp | 314.76%-322.5pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,284 | $4,907-73.8% | $3,827-66.5% | $4,779-73.1% |
| Participant deferral / active EE | $3,948 | $5,507-28.3% | $4,672-15.5% | $5,609-29.6% |
| Admin fee / account holder | $285 | $11,458-97.5% | $8,548-96.7% | $10,828-97.4% |