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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 | $156,945 | $138,072+13.7% | $123,549+27.0% | $135,382+15.9% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -8.32% | 153.69%-162.0pp | 119.20%-127.5pp | 519.77%-528.1pp |
| Employer contribution / active EE | $2,304 | $5,152-55.3% | $4,628-50.2% | $4,779-51.8% |
| Participant deferral / active EE | $6,167 | $6,799-9.3% | $6,426-4.0% | $5,609+9.9% |
| Admin fee / account holder | $37 | $10,917-99.7% | $9,284-99.6% | $10,829-99.7% |