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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 | $61,049 | $180,462-66.2% | $154,111-60.4% | $135,379-54.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.20% | 888.17%-895.4pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $8,679 | $6,036+43.8% | $5,298+63.8% | $4,779+81.6% |
| Participant deferral / active EE | $8,377 | $5,806+44.3% | $5,081+64.9% | $5,609+49.3% |
| Admin fee / account holder | $45 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |