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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 | $82,270 | $160,059-48.6% | $140,019-41.2% | $135,380-39.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -4.56% | 911.48%-916.0pp | 651.17%-655.7pp | 519.81%-524.4pp |
| Employer contribution / active EE | $15,734 | $6,420+145.1% | $5,605+180.7% | $4,779+229.2% |
| Participant deferral / active EE | $9,614 | $7,641+25.8% | $6,927+38.8% | $5,609+71.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |