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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 | $153,696 | $135,645+13.3% | $110,243+39.4% | $135,379+13.5% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.8%-11.1pp | 82.6%-13.9pp |
| Annual return | -8.19% | 513.24%-521.4pp | 314.76%-323.0pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,408 | $4,907-50.9% | $3,827-37.1% | $4,779-49.6% |
| Participant deferral / active EE | $4,245 | $5,507-22.9% | $4,672-9.2% | $5,609-24.3% |
| Admin fee / account holder | $240 | $11,458-97.9% | $8,548-97.2% | $10,828-97.8% |