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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 | $69,339 | $180,462-61.6% | $154,111-55.0% | $135,379-48.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.35% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,964 | $6,036-50.9% | $5,298-44.1% | $4,779-38.0% |
| Participant deferral / active EE | $10,175 | $5,806+75.2% | $5,081+100.3% | $5,609+81.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |