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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 | $214,957 | $92,684+131.9% | $82,706+159.9% | $134,509+59.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.76% | 945.84%-964.6pp | 701.76%-720.5pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,400 | $3,272-26.6% | $3,007-20.2% | $4,741-49.4% |
| Participant deferral / active EE | $10,250 | $4,800+113.5% | $4,394+133.3% | $6,400+60.1% |
| Admin fee / account holder | $120 | $5,982-98.0% | $5,329-97.7% | $11,427-98.9% |