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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 | $123,107 | $138,076-10.8% | $123,553-0.4% | $135,380-9.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.01% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,378 | $5,152-53.8% | $4,628-48.6% | $4,779-50.2% |
| Participant deferral / active EE | $4,602 | $6,800-32.3% | $6,426-28.4% | $5,609-18.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |