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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 | $137,263 | $180,466-23.9% | $154,114-10.9% | $135,382+1.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -6.80% | 888.15%-895.0pp | 735.16%-742.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $9,565 | $6,035+58.5% | $5,298+80.6% | $4,779+100.2% |
| Participant deferral / active EE | $6,613 | $5,806+13.9% | $5,081+30.2% | $5,609+17.9% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |