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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 | $93,896 | $84,685+10.9% | $73,836+27.2% | $125,389-25.1% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.4%-35.9pp | 83.2%-45.7pp |
| Annual return | -0.55% | 3123.80%-3124.3pp | 2268.06%-2268.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,027 | $3,123-3.1% | $2,787+8.6% | $4,866-37.8% |
| Participant deferral / active EE | $4,183 | $3,993+4.8% | $3,583+16.7% | $5,352-21.8% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |