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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 | $131,869 | $138,076-4.5% | $123,553+6.7% | $135,380-2.6% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -4.96% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,376 | $5,152-73.3% | $4,628-70.3% | $4,779-71.2% |
| Participant deferral / active EE | $3,108 | $6,800-54.3% | $6,426-51.6% | $5,609-44.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |