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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 | $140,416 | $138,072+1.7% | $123,549+13.7% | $135,382+3.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.03% | 153.69%-159.7pp | 119.20%-125.2pp | 519.77%-525.8pp |
| Employer contribution / active EE | $3,550 | $5,152-31.1% | $4,628-23.3% | $4,779-25.7% |
| Participant deferral / active EE | $3,935 | $6,799-42.1% | $6,426-38.8% | $5,609-29.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |