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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 | $179,830 | $138,102+30.2% | $125,381+43.4% | $134,532+33.7% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -16.58% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,614 | $5,245-50.2% | $4,815-45.7% | $4,741-44.9% |
| Participant deferral / active EE | $4,067 | $7,801-47.9% | $7,448-45.4% | $6,401-36.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |