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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 | $152,966 | $168,636-9.3% | $147,617+3.6% | $125,393+22.0% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -2.12% | 77.65%-79.8pp | 61.98%-64.1pp | 282.23%-284.4pp |
| Employer contribution / active EE | $2,247 | $6,252-64.1% | $5,565-59.6% | $4,866-53.8% |
| Participant deferral / active EE | $8,996 | $5,507+63.4% | $4,895+83.8% | $5,351+68.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |