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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 | $127,171 | $160,059-20.5% | $140,019-9.2% | $135,379-6.1% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -2.53% | 911.44%-914.0pp | 651.15%-653.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $3,391 | $6,420-47.2% | $5,605-39.5% | $4,779-29.0% |
| Participant deferral / active EE | $6,167 | $7,641-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |