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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 | $170,684 | $84,551+101.9% | $61,452+177.8% | $134,532+26.9% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -19.80% | 585.39%-605.2pp | 338.96%-358.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $728 | $1,545-52.9% | $1,160-37.2% | $4,741-84.6% |
| Participant deferral / active EE | $4,934 | $2,818+75.1% | $2,125+132.2% | $6,401-22.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |