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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 | $101,951 | $138,114-26.2% | $125,391-18.7% | $134,545-24.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.53% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $8,583 | $5,246+63.6% | $4,816+78.2% | $4,742+81.0% |
| Participant deferral / active EE | $6,160 | $7,801-21.0% | $7,448-17.3% | $6,401-3.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |