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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 | $173,474 | $84,464+105.4% | $61,399+182.5% | $134,509+29.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -1.03% | 585.06%-586.1pp | 338.81%-339.8pp | 418.13%-419.2pp |
| Employer contribution / active EE | $1,520 | $1,545-1.6% | $1,159+31.1% | $4,741-67.9% |
| Participant deferral / active EE | $13,500 | $2,818+379.1% | $2,124+535.5% | $6,400+110.9% |
| Admin fee / account holder | $160 | $2,587-93.8% | $2,131-92.5% | $11,427-98.6% |