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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 | $110,474 | $138,078-20.0% | $125,363-11.9% | $134,509-17.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.43% | 750.49%-767.9pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,675 | $5,245-68.1% | $4,815-65.2% | $4,741-64.7% |
| Participant deferral / active EE | $9,961 | $7,800+27.7% | $7,447+33.8% | $6,400+55.6% |
| Admin fee / account holder | $247 | $11,566-97.9% | $10,005-97.5% | $11,427-97.8% |