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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 | $234,205 | $190,862+22.7% | $159,991+46.4% | $134,509+74.1% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -11.68% | 552.59%-564.3pp | 408.82%-420.5pp | 418.13%-429.8pp |
| Employer contribution / active EE | $4,059 | $4,995-18.7% | $4,225-3.9% | $4,741-14.4% |
| Participant deferral / active EE | $8,488 | $6,924+22.6% | $6,183+37.3% | $6,400+32.6% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |