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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 | $118,235 | $138,078-14.4% | $125,363-5.7% | $134,509-12.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.08% | 750.49%-769.6pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $6,238 | $5,245+18.9% | $4,815+29.6% | $4,741+31.6% |
| Participant deferral / active EE | $8,427 | $7,800+8.0% | $7,447+13.2% | $6,400+31.7% |
| Admin fee / account holder | $24 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |