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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 | $50,822 | $180,459-71.8% | $154,108-67.0% | $135,380-62.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.61% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $10,534 | $6,035+74.5% | $5,298+98.9% | $4,779+120.4% |
| Participant deferral / active EE | $7,500 | $5,806+29.2% | $5,081+47.6% | $5,609+33.7% |
| Admin fee / account holder | $25 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |