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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 | $173,375 | $180,459-3.9% | $154,108+12.5% | $135,380+28.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -2.37% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,295 | $6,035-78.5% | $5,298-75.6% | $4,779-72.9% |
| Participant deferral / active EE | $7,167 | $5,806+23.4% | $5,081+41.1% | $5,609+27.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |