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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 | $89,652 | $138,078-35.1% | $125,363-28.5% | $134,509-33.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -5.93% | 750.49%-756.4pp | 572.15%-578.1pp | 418.13%-424.1pp |
| Employer contribution / active EE | $3,639 | $5,245-30.6% | $4,815-24.4% | $4,741-23.2% |
| Participant deferral / active EE | $7,680 | $7,800-1.5% | $7,447+3.1% | $6,400+20.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |