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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 | $138,158 | $90,607+52.5% | $79,467+73.9% | $135,380+2.1% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -6.95% | 977.74%-984.7pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,632 | $3,068-46.8% | $2,800-41.7% | $4,779-65.8% |
| Participant deferral / active EE | $6,167 | $4,050+52.2% | $3,704+66.5% | $5,609+9.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |