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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 | $98,763 | $190,916-48.3% | $160,037-38.3% | $134,545-26.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -19.56% | 552.79%-572.4pp | 408.95%-428.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,561 | $4,996-68.7% | $4,226-63.1% | $4,742-67.1% |
| Participant deferral / active EE | $10,706 | $6,925+54.6% | $6,184+73.1% | $6,401+67.2% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |