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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 | $169,280 | $135,645+24.8% | $110,243+53.6% | $135,380+25.0% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.8%-21.0pp | 82.6%-23.8pp |
| Annual return | -5.55% | 513.24%-518.8pp | 314.76%-320.3pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,122 | $4,907-77.1% | $3,827-70.7% | $4,779-76.5% |
| Participant deferral / active EE | $4,062 | $5,507-26.2% | $4,672-13.1% | $5,609-27.6% |
| Admin fee / account holder | $176 | $11,458-98.5% | $8,548-97.9% | $10,828-98.4% |