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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 | $160,774 | $138,114+16.4% | $125,391+28.2% | $134,545+19.5% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-54.0pp |
| Annual return | -20.62% | 750.88%-771.5pp | 572.41%-593.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,909 | $7,801-37.1% | $7,448-34.1% | $6,401-23.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |