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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 | $158,000 | $197,819-20.1% | $155,789+1.4% | $125,389+26.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -1.13% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.4pp |
| Employer contribution / active EE | $17,581 | $4,850+262.5% | $3,839+358.0% | $4,866+261.3% |
| Participant deferral / active EE | $8,703 | $5,631+54.6% | $4,798+81.4% | $5,352+62.6% |
| Admin fee / account holder | $277 | $9,544-97.1% | $7,477-96.3% | $9,541-97.1% |