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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 | $57,296 | $84,551-32.2% | $61,452-6.8% | $134,532-57.4% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -18.93% | 585.39%-604.3pp | 338.96%-357.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,338 | $1,545-13.4% | $1,160+15.4% | $4,741-71.8% |
| Participant deferral / active EE | $15,167 | $2,818+438.1% | $2,125+613.9% | $6,401+136.9% |
| Admin fee / account holder | $243 | $2,587-90.6% | $2,131-88.6% | $11,429-97.9% |