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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 | $105,898 | $138,114-23.3% | $125,391-15.5% | $134,545-21.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.47% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,015 | $5,246-42.5% | $4,816-37.4% | $4,742-36.4% |
| Participant deferral / active EE | $6,855 | $7,801-12.1% | $7,448-8.0% | $6,401+7.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |