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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 | $150,300 | $180,459-16.7% | $154,108-2.5% | $135,380+11.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -8.00% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,399 | $6,035-60.2% | $5,298-54.7% | $4,779-49.8% |
| Participant deferral / active EE | $5,160 | $5,806-11.1% | $5,081+1.6% | $5,609-8.0% |
| Admin fee / account holder | -$168 | $16,145-101.0% | $13,411-101.3% | $10,828-101.5% |