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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 | $146,621 | $138,102+6.2% | $125,381+16.9% | $134,532+9.0% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -17.68% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,073 | $5,245-60.5% | $4,815-56.9% | $4,741-56.3% |
| Participant deferral / active EE | $4,612 | $7,801-40.9% | $7,448-38.1% | $6,401-28.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |