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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 | $89,780 | $138,076-35.0% | $123,553-27.3% | $135,380-33.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.19% | 153.70%-155.9pp | 119.21%-121.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $4,589 | $5,152-10.9% | $4,628-0.8% | $4,779-4.0% |
| Participant deferral / active EE | $16,333 | $6,800+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |