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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 | $220,088 | $190,862+15.3% | $159,991+37.6% | $134,509+63.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -8.08% | 552.59%-560.7pp | 408.82%-416.9pp | 418.13%-426.2pp |
| Employer contribution / active EE | $5,724 | $4,995+14.6% | $4,225+35.5% | $4,741+20.7% |
| Participant deferral / active EE | $13,000 | $6,924+87.8% | $6,183+110.3% | $6,400+103.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |