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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 | $105,560 | $104,116+1.4% | $71,089+48.5% | $135,380-22.0% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.6%-14.6pp | 82.6%-42.6pp |
| Annual return | -10.26% | 1256.51%-1266.8pp | 650.65%-660.9pp | 519.81%-530.1pp |
| Employer contribution / active EE | $524 | $1,485-64.7% | $1,088-51.8% | $4,779-89.0% |
| Participant deferral / active EE | $5,388 | $2,524+113.5% | $1,873+187.7% | $5,609-3.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |