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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 | $163,427 | $160,059+2.1% | $140,019+16.7% | $135,380+20.7% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -6.03% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,762 | $6,420-57.0% | $5,605-50.7% | $4,779-42.2% |
| Participant deferral / active EE | $7,746 | $7,641+1.4% | $6,927+11.8% | $5,609+38.1% |
| Admin fee / account holder | $20 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |