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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 | $177,889 | $180,462-1.4% | $154,111+15.4% | $135,379+31.4% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -6.09% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,955 | $6,036-67.6% | $5,298-63.1% | $4,779-59.1% |
| Participant deferral / active EE | $4,841 | $5,806-16.6% | $5,081-4.7% | $5,609-13.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |