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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 | $197,629 | $97,732+102.2% | $83,831+135.7% | $135,380+46.0% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -6.94% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,388 | $4,222-67.1% | $3,631-61.8% | $4,779-71.0% |
| Participant deferral / active EE | $6,782 | $4,683+44.8% | $4,082+66.1% | $5,609+20.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |