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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 | $84,697+93.4% | $73,845+121.9% | $125,393+30.7% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -2.59% | 3123.66%-3126.3pp | 2267.91%-2270.5pp | 282.23%-284.8pp |
| Employer contribution / active EE | $15,697 | $3,123+402.6% | $2,788+463.1% | $4,866+222.6% |
| Participant deferral / active EE | $9,826 | $3,993+146.1% | $3,583+174.2% | $5,351+83.6% |
| Admin fee / account holder | -$165 | $5,692-102.9% | $4,881-103.4% | $9,541-101.7% |