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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 | $118,590 | $138,075-14.1% | $123,552-4.0% | $135,379-12.4% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -8.54% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $2,243 | $5,152-56.5% | $4,628-51.5% | $4,779-53.1% |
| Participant deferral / active EE | $7,298 | $6,800+7.3% | $6,426+13.6% | $5,609+30.1% |
| Admin fee / account holder | $195 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |