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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 | $145,487 | $138,078+5.4% | $125,363+16.1% | $134,509+8.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.81% | 750.49%-770.3pp | 572.15%-592.0pp | 418.13%-437.9pp |
| Employer contribution / active EE | $7,114 | $5,245+35.6% | $4,815+47.8% | $4,741+50.1% |
| Participant deferral / active EE | $13,667 | $7,800+75.2% | $7,447+83.5% | $6,400+113.5% |
| Admin fee / account holder | $113 | $11,566-99.0% | $10,005-98.9% | $11,427-99.0% |