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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 | $143,615 | $197,819-27.4% | $155,789-7.8% | $125,389+14.5% |
| Participation rate | 64.3% | 82.1%-17.8pp | 76.1%-11.8pp | 83.2%-18.9pp |
| Annual return | -1.19% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.4pp |
| Employer contribution / active EE | $4,412 | $4,850-9.0% | $3,839+14.9% | $4,866-9.3% |
| Participant deferral / active EE | $9,592 | $5,631+70.3% | $4,798+99.9% | $5,352+79.2% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |