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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 | $125,039 | $138,102-9.5% | $125,381-0.3% | $134,532-7.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.17% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $3,463 | $5,245-34.0% | $4,815-28.1% | $4,741-27.0% |
| Participant deferral / active EE | $7,512 | $7,801-3.7% | $7,448+0.9% | $6,401+17.4% |
| Admin fee / account holder | $57 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |