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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 | $142,875 | $138,076+3.5% | $123,553+15.6% | $135,380+5.5% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -5.01% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $10,346 | $5,152+100.8% | $4,628+123.6% | $4,779+116.5% |
| Participant deferral / active EE | $5,160 | $6,800-24.1% | $6,426-19.7% | $5,609-8.0% |
| Admin fee / account holder | $5 | $10,917-100.0% | $9,284-99.9% | $10,828-100.0% |