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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 | $146,258 | $138,076+5.9% | $123,553+18.4% | $135,380+8.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.09% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,000 | $5,152-61.2% | $4,628-56.8% | $4,779-58.2% |
| Participant deferral / active EE | $12,153 | $6,800+78.7% | $6,426+89.1% | $5,609+116.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |