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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 | $198,502 | $138,076+43.8% | $123,553+60.7% | $135,380+46.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.68% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $6,286 | $5,152+22.0% | $4,628+35.8% | $4,779+31.5% |
| Participant deferral / active EE | $16,801 | $6,800+147.1% | $6,426+161.5% | $5,609+199.5% |
| Admin fee / account holder | $41 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |