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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 | $138,746 | $168,636-17.7% | $147,618-6.0% | $125,388+10.7% |
| Participation rate | 68.8% | 88.8%-20.0pp | 84.6%-15.9pp | 83.2%-14.4pp |
| Annual return | -2.50% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,481 | $6,252-60.3% | $5,565-55.4% | $4,866-49.0% |
| Participant deferral / active EE | $4,558 | $5,507-17.2% | $4,895-6.9% | $5,352-14.8% |
| Admin fee / account holder | $247 | $13,580-98.2% | $11,612-97.9% | $9,541-97.4% |