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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 | $142,476 | $180,466-21.1% | $154,114-7.6% | $135,382+5.2% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -5.82% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $4,359 | $6,035-27.8% | $5,298-17.7% | $4,779-8.8% |
| Participant deferral / active EE | $2,546 | $5,806-56.2% | $5,081-49.9% | $5,609-54.6% |
| Admin fee / account holder | $83 | $16,144-99.5% | $13,411-99.4% | $10,829-99.2% |