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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 | $238,708 | $180,459+32.3% | $154,108+54.9% | $135,380+76.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -3.27% | 888.21%-891.5pp | 735.21%-738.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $2,221 | $6,035-63.2% | $5,298-58.1% | $4,779-53.5% |
| Participant deferral / active EE | $2,044 | $5,806-64.8% | $5,081-59.8% | $5,609-63.6% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |