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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 | $112,976 | $84,551+33.6% | $61,452+83.8% | $134,532-16.0% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -5.31% | 585.39%-590.7pp | 338.96%-344.3pp | 418.27%-423.6pp |
| Employer contribution / active EE | $874 | $1,545-43.4% | $1,160-24.6% | $4,741-81.6% |
| Participant deferral / active EE | $3,857 | $2,818+36.9% | $2,125+81.6% | $6,401-39.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |