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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 | $168,432 | $160,059+5.2% | $140,019+20.3% | $135,379+24.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -7.38% | 911.44%-918.8pp | 651.15%-658.5pp | 519.79%-527.2pp |
| Employer contribution / active EE | $2,035 | $6,420-68.3% | $5,605-63.7% | $4,779-57.4% |
| Participant deferral / active EE | $9,000 | $7,641+17.8% | $6,927+29.9% | $5,609+60.5% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |