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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 | $111,997 | $90,607+23.6% | $79,467+40.9% | $135,380-17.3% |
| Participation rate | 45.8% | 76.0%-30.2pp | 73.3%-27.5pp | 82.6%-36.8pp |
| Annual return | -5.28% | 977.74%-983.0pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,302 | $3,068+7.6% | $2,800+17.9% | $4,779-30.9% |
| Participant deferral / active EE | $6,343 | $4,050+56.6% | $3,704+71.2% | $5,609+13.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |