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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 | $163,844 | $84,685+93.5% | $73,836+121.9% | $125,389+30.7% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -2.59% | 3123.80%-3126.4pp | 2268.06%-2270.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $15,697 | $3,123+402.6% | $2,787+463.1% | $4,866+222.6% |
| Participant deferral / active EE | $9,826 | $3,993+146.1% | $3,583+174.2% | $5,352+83.6% |
| Admin fee / account holder | -$165 | $5,694-102.9% | $4,882-103.4% | $9,541-101.7% |