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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 | $189,633 | $97,732+94.0% | $83,831+126.2% | $135,380+40.1% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -8.66% | 1287.56%-1296.2pp | 850.99%-859.6pp | 519.81%-528.5pp |
| Employer contribution / active EE | $4,495 | $4,222+6.5% | $3,631+23.8% | $4,779-5.9% |
| Participant deferral / active EE | $6,188 | $4,683+32.2% | $4,082+51.6% | $5,609+10.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |