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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 | $85,130 | $97,729-12.9% | $83,830+1.6% | $135,379-37.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -6.24% | 1287.52%-1293.8pp | 850.97%-857.2pp | 519.79%-526.0pp |
| Employer contribution / active EE | $3,549 | $4,222-15.9% | $3,631-2.3% | $4,779-25.7% |
| Participant deferral / active EE | $8,956 | $4,683+91.3% | $4,082+119.4% | $5,609+59.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |