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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 | $123,146 | $92,766+32.7% | $82,763+48.8% | $134,545-8.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -13.11% | 946.97%-960.1pp | 702.45%-715.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,700 | $3,273-48.1% | $3,008-43.5% | $4,742-64.1% |
| Participant deferral / active EE | $10,020 | $4,802+108.7% | $4,395+128.0% | $6,401+56.5% |
| Admin fee / account holder | $17 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |