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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 | $71,259 | $138,075-48.4% | $123,552-42.3% | $135,379-47.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.91% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $7,827 | $5,152+51.9% | $4,628+69.1% | $4,779+63.8% |
| Participant deferral / active EE | $4,290 | $6,800-36.9% | $6,426-33.2% | $5,609-23.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |