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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 | $146,087 | $138,075+5.8% | $123,552+18.2% | $135,379+7.9% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -8.78% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,225 | $5,152-76.2% | $4,628-73.5% | $4,779-74.4% |
| Participant deferral / active EE | $4,625 | $6,800-32.0% | $6,426-28.0% | $5,609-17.5% |
| Admin fee / account holder | $56 | $10,917-99.5% | $9,285-99.4% | $10,828-99.5% |