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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 | $143,492 | $144,124-0.4% | $117,857+21.8% | $147,585-2.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 0.00% | 531.17%-531.2pp | 335.09%-335.1pp | 578.57%-578.6pp |
| Employer contribution / active EE | $915 | $4,897-81.3% | $3,786-75.8% | $4,876-81.2% |
| Participant deferral / active EE | $5,583 | $5,316+5.0% | $4,482+24.6% | $5,439+2.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |