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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 | $179,776 | $138,075+30.2% | $123,552+45.5% | $135,379+32.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.86% | 153.70%-157.6pp | 119.20%-123.1pp | 519.79%-523.6pp |
| Employer contribution / active EE | $2,097 | $5,152-59.3% | $4,628-54.7% | $4,779-56.1% |
| Participant deferral / active EE | $3,657 | $6,800-46.2% | $6,426-43.1% | $5,609-34.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |