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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 | $158,322 | $82,630+91.6% | $64,105+147.0% | $125,389+26.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -3.17% | 1489.72%-1492.9pp | 791.24%-794.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,615 | $2,671-39.5% | $1,820-11.2% | $4,866-66.8% |
| Participant deferral / active EE | $5,878 | $3,608+62.9% | $2,822+108.3% | $5,352+9.8% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |