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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 | $99,726 | $84,694+17.7% | $73,843+35.1% | $125,392-20.5% |
| Participation rate | 63.6% | 76.8%-13.1pp | 73.4%-9.8pp | 83.2%-19.6pp |
| Annual return | -2.77% | 3123.66%-3126.4pp | 2267.91%-2270.7pp | 282.23%-285.0pp |
| Employer contribution / active EE | $1,603 | $3,123-48.7% | $2,787-42.5% | $4,866-67.1% |
| Participant deferral / active EE | $4,248 | $3,992+6.4% | $3,583+18.6% | $5,351-20.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |