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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 | $112,332 | $135,639-17.2% | $110,241+1.9% | $135,382-17.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -7.31% | 513.21%-520.5pp | 314.75%-322.1pp | 519.77%-527.1pp |
| Employer contribution / active EE | $4,465 | $4,907-9.0% | $3,827+16.7% | $4,779-6.6% |
| Participant deferral / active EE | $6,261 | $5,507+13.7% | $4,672+34.0% | $5,609+11.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |