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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 | $74,722 | $160,059-53.3% | $140,019-46.6% | $135,382-44.8% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -4.96% | 911.44%-916.4pp | 651.15%-656.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $4,451 | $6,420-30.7% | $5,605-20.6% | $4,779-6.9% |
| Participant deferral / active EE | $5,531 | $7,641-27.6% | $6,927-20.1% | $5,609-1.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |