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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 | $185,808 | $180,462+3.0% | $154,111+20.6% | $135,379+37.3% |
| Participation rate | 46.7% | 87.4%-40.8pp | 83.0%-36.4pp | 82.6%-36.0pp |
| Annual return | -8.44% | 888.17%-896.6pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $1,769 | $6,036-70.7% | $5,298-66.6% | $4,779-63.0% |
| Participant deferral / active EE | $5,636 | $5,806-2.9% | $5,081+10.9% | $5,609+0.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |