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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 | $75,604 | $138,102-45.3% | $125,381-39.7% | $134,532-43.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -5.56% | 750.73%-756.3pp | 572.31%-577.9pp | 418.27%-423.8pp |
| Employer contribution / active EE | $3,426 | $5,245-34.7% | $4,815-28.8% | $4,741-27.7% |
| Participant deferral / active EE | $6,639 | $7,801-14.9% | $7,448-10.9% | $6,401+3.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |