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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 | $66,784 | $160,059-58.3% | $140,019-52.3% | $135,379-50.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -4.68% | 911.44%-916.1pp | 651.15%-655.8pp | 519.79%-524.5pp |
| Employer contribution / active EE | $15,110 | $6,420+135.4% | $5,605+169.6% | $4,779+216.2% |
| Participant deferral / active EE | $7,635 | $7,641-0.1% | $6,927+10.2% | $5,609+36.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |