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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 | $92,820 | $84,628+9.7% | $61,501+50.9% | $134,545-31.0% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-54.0pp |
| Annual return | -17.99% | 585.61%-603.6pp | 339.04%-357.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $522 | $1,545-66.2% | $1,160-55.0% | $4,742-89.0% |
| Participant deferral / active EE | $1,992 | $2,819-29.3% | $2,125-6.2% | $6,401-68.9% |
| Admin fee / account holder | $42 | $2,587-98.4% | $2,132-98.0% | $11,431-99.6% |