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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 | $31,649 | $180,462-82.5% | $154,111-79.5% | $135,379-76.6% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | -1.07% | 888.17%-889.2pp | 735.18%-736.3pp | 519.79%-520.9pp |
| Employer contribution / active EE | $6,394 | $6,036+5.9% | $5,298+20.7% | $4,779+33.8% |
| Participant deferral / active EE | $2,878 | $5,806-50.4% | $5,081-43.4% | $5,609-48.7% |
| Admin fee / account holder | $166 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |