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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 | $87,673 | $104,116-15.8% | $71,089+23.3% | $135,380-35.2% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.6%-34.6pp | 82.6%-62.6pp |
| Annual return | -9.27% | 1256.51%-1265.8pp | 650.65%-659.9pp | 519.81%-529.1pp |
| Employer contribution / active EE | $567 | $1,485-61.9% | $1,088-47.9% | $4,779-88.1% |
| Participant deferral / active EE | $2,908 | $2,524+15.2% | $1,873+55.3% | $5,609-48.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |