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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 | $137,075 | $138,075-0.7% | $123,552+10.9% | $135,379+1.3% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -1.67% | 153.70%-155.4pp | 119.20%-120.9pp | 519.79%-521.5pp |
| Employer contribution / active EE | $4,193 | $5,152-18.6% | $4,628-9.4% | $4,779-12.3% |
| Participant deferral / active EE | $6,436 | $6,800-5.4% | $6,426+0.2% | $5,609+14.7% |
| Admin fee / account holder | $114 | $10,917-99.0% | $9,285-98.8% | $10,828-98.9% |