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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 | $186,808 | $138,102+35.3% | $125,381+49.0% | $134,532+38.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.20% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,404 | $5,245-54.2% | $4,815-50.1% | $4,741-49.3% |
| Participant deferral / active EE | $10,218 | $7,801+31.0% | $7,448+37.2% | $6,401+59.6% |
| Admin fee / account holder | $140 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |