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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 | $224,558 | $135,639+65.6% | $110,241+103.7% | $135,382+65.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -5.86% | 513.21%-519.1pp | 314.75%-320.6pp | 519.77%-525.6pp |
| Employer contribution / active EE | $4,530 | $4,907-7.7% | $3,827+18.4% | $4,779-5.2% |
| Participant deferral / active EE | $6,125 | $5,507+11.2% | $4,672+31.1% | $5,609+9.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |