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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 | $155,376 | $138,102+12.5% | $125,381+23.9% | $134,532+15.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.26% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,566 | $5,245-51.1% | $4,815-46.7% | $4,741-45.9% |
| Participant deferral / active EE | $6,847 | $7,801-12.2% | $7,448-8.1% | $6,401+7.0% |
| Admin fee / account holder | $41 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |