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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 | $212,984 | $84,685+151.5% | $73,836+188.5% | $125,389+69.9% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -0.89% | 3123.80%-3124.7pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,950 | $3,123-37.6% | $2,787-30.0% | $4,866-59.9% |
| Participant deferral / active EE | $1,950 | $3,993-51.2% | $3,583-45.6% | $5,352-63.6% |
| Admin fee / account holder | $60 | $5,694-98.9% | $4,882-98.8% | $9,541-99.4% |