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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 | $187,232 | $92,684+102.0% | $82,706+126.4% | $134,509+39.2% |
| Participation rate | 8.3% | 75.2%-66.9pp | 72.6%-64.2pp | 81.2%-72.9pp |
| Annual return | -19.07% | 945.84%-964.9pp | 701.76%-720.8pp | 418.13%-437.2pp |
| Employer contribution / active EE | $520 | $3,272-84.1% | $3,007-82.7% | $4,741-89.0% |
| Participant deferral / active EE | $1,733 | $4,800-63.9% | $4,394-60.5% | $6,400-72.9% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |