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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 | $172,310 | $93,117+85.0% | $77,096+123.5% | $134,532+28.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.18% | 62.67%-80.8pp | 42.35%-60.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $3,342 | $3,420-2.3% | $2,814+18.8% | $4,741-29.5% |
| Participant deferral / active EE | $13,500 | $5,241+157.6% | $4,429+204.8% | $6,401+110.9% |
| Admin fee / account holder | $33 | $6,948-99.5% | $5,428-99.4% | $11,429-99.7% |