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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 | $160,227 | $168,635-5.0% | $147,617+8.5% | $125,389+27.8% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -1.84% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,572 | $6,252-74.9% | $5,564-71.7% | $4,866-67.7% |
| Participant deferral / active EE | $5,971 | $5,507+8.4% | $4,895+22.0% | $5,352+11.6% |
| Admin fee / account holder | $4 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |