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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 | $91,387 | $138,102-33.8% | $125,381-27.1% | $134,532-32.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.35% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $5,503 | $5,245+4.9% | $4,815+14.3% | $4,741+16.1% |
| Participant deferral / active EE | $7,477 | $7,801-4.1% | $7,448+0.4% | $6,401+16.8% |
| Admin fee / account holder | $40 | $11,568-99.7% | $10,007-99.6% | $11,429-99.6% |