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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 | $230,913 | $138,102+67.2% | $125,381+84.2% | $134,532+71.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.76% | 750.73%-760.5pp | 572.31%-582.1pp | 418.27%-428.0pp |
| Employer contribution / active EE | $1,027 | $5,245-80.4% | $4,815-78.7% | $4,741-78.3% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |