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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 | $148,659 | $138,076+7.7% | $123,553+20.3% | $135,380+9.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.02% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $3,244 | $5,152-37.0% | $4,628-29.9% | $4,779-32.1% |
| Participant deferral / active EE | $5,464 | $6,800-19.6% | $6,426-15.0% | $5,609-2.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |