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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 | $127,992 | $138,102-7.3% | $125,381+2.1% | $134,532-4.9% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -18.67% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,695 | $5,245-48.6% | $4,815-44.0% | $4,741-43.2% |
| Participant deferral / active EE | $6,392 | $7,801-18.1% | $7,448-14.2% | $6,401-0.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |