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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 | $154,024 | $138,075+11.6% | $123,552+24.7% | $135,379+13.8% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -6.90% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,490 | $5,152-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $6,122 | $6,800-10.0% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |