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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 | $95,968 | $104,116-7.8% | $71,089+35.0% | $135,380-29.1% |
| Participation rate | 23.8% | 65.7%-41.8pp | 54.6%-30.8pp | 82.6%-58.8pp |
| Annual return | -6.37% | 1256.51%-1262.9pp | 650.65%-657.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $614 | $1,485-58.6% | $1,088-43.5% | $4,779-87.1% |
| Participant deferral / active EE | $2,594 | $2,524+2.8% | $1,873+38.5% | $5,609-53.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |