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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 | $203,005 | $197,819+2.6% | $155,789+30.3% | $125,389+61.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -0.13% | 86.73%-86.9pp | 71.54%-71.7pp | 282.24%-282.4pp |
| Employer contribution / active EE | $17,500 | $4,850+260.8% | $3,839+355.9% | $4,866+259.6% |
| Participant deferral / active EE | $12,000 | $5,631+113.1% | $4,798+150.1% | $5,352+124.2% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |