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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 | $100,653 | $106,557-5.5% | $91,227+10.3% | $134,545-25.2% |
| Participation rate | 69.2% | 76.8%-7.6pp | 73.2%-4.0pp | 81.2%-12.0pp |
| Annual return | -20.29% | 160.81%-181.1pp | 114.14%-134.4pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,771 | $3,332-46.8% | $2,851-37.9% | $4,742-62.7% |
| Participant deferral / active EE | $8,599 | $4,719+82.2% | $4,234+103.1% | $6,401+34.3% |
| Admin fee / account holder | $142 | $6,235-97.7% | $5,423-97.4% | $11,431-98.8% |