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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 | $221,695 | $138,114+60.5% | $125,391+76.8% | $134,545+64.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -2.07% | 750.88%-753.0pp | 572.41%-574.5pp | 418.37%-420.4pp |
| Employer contribution / active EE | $3,310 | $5,246-36.9% | $4,816-31.3% | $4,742-30.2% |
| Participant deferral / active EE | $9,806 | $7,801+25.7% | $7,448+31.7% | $6,401+53.2% |
| Admin fee / account holder | $17 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |