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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 | $176,652 | $97,761+80.7% | $83,850+110.7% | $135,382+30.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -3.49% | 1287.44%-1290.9pp | 850.92%-854.4pp | 519.77%-523.3pp |
| Employer contribution / active EE | $1,440 | $4,222-65.9% | $3,631-60.3% | $4,779-69.9% |
| Participant deferral / active EE | $5,400 | $4,682+15.3% | $4,082+32.3% | $5,609-3.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |