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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 | $151,416 | $138,078+9.7% | $125,363+20.8% | $134,509+12.6% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -12.98% | 750.49%-763.5pp | 572.15%-585.1pp | 418.13%-431.1pp |
| Employer contribution / active EE | $1,043 | $5,245-80.1% | $4,815-78.3% | $4,741-78.0% |
| Participant deferral / active EE | $3,157 | $7,800-59.5% | $7,447-57.6% | $6,400-50.7% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |