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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 | $153,962 | $180,466-14.7% | $154,114-0.1% | $135,382+13.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.76% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $11,016 | $6,035+82.5% | $5,298+107.9% | $4,779+130.5% |
| Participant deferral / active EE | $2,316 | $5,806-60.1% | $5,081-54.4% | $5,609-58.7% |
| Admin fee / account holder | $138 | $16,144-99.1% | $13,411-99.0% | $10,829-98.7% |