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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 | $185,199 | $97,729+89.5% | $83,830+120.9% | $135,379+36.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -4.78% | 1287.52%-1292.3pp | 850.97%-855.8pp | 519.79%-524.6pp |
| Employer contribution / active EE | $1,732 | $4,222-59.0% | $3,631-52.3% | $4,779-63.8% |
| Participant deferral / active EE | $3,983 | $4,683-14.9% | $4,082-2.4% | $5,609-29.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |