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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 | $113,150 | $104,116+8.7% | $71,089+59.2% | $135,380-16.4% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.6%-4.6pp | 82.6%-32.6pp |
| Annual return | -7.60% | 1256.51%-1264.1pp | 650.65%-658.2pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,804 | $1,485+88.8% | $1,088+157.7% | $4,779-41.3% |
| Participant deferral / active EE | $12,000 | $2,524+375.5% | $1,873+540.9% | $5,609+113.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |