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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 | $38,162 | $168,636-77.4% | $147,617-74.1% | $125,393-69.6% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -2.80% | 77.65%-80.4pp | 61.98%-64.8pp | 282.23%-285.0pp |
| Employer contribution / active EE | $2,198 | $6,252-64.8% | $5,565-60.5% | $4,866-54.8% |
| Participant deferral / active EE | $5,792 | $5,507+5.2% | $4,895+18.3% | $5,351+8.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |