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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 | $175,058 | $138,076+26.8% | $123,553+41.7% | $135,380+29.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.51% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,702 | $5,152-67.0% | $4,628-63.2% | $4,779-64.4% |
| Participant deferral / active EE | $8,813 | $6,800+29.6% | $6,426+37.1% | $5,609+57.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |