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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 | $205,860 | $97,729+110.6% | $83,830+145.6% | $135,379+52.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -6.51% | 1287.52%-1294.0pp | 850.97%-857.5pp | 519.79%-526.3pp |
| Employer contribution / active EE | $3,469 | $4,222-17.8% | $3,631-4.5% | $4,779-27.4% |
| Participant deferral / active EE | $7,031 | $4,683+50.1% | $4,082+72.2% | $5,609+25.3% |
| Admin fee / account holder | $173 | $6,674-97.4% | $5,479-96.8% | $10,828-98.4% |