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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 | $188,182 | $90,607+107.7% | $79,467+136.8% | $135,380+39.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -5.29% | 977.74%-983.0pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $9,428 | $3,068+207.3% | $2,800+236.7% | $4,779+97.3% |
| Participant deferral / active EE | $4,781 | $4,050+18.0% | $3,704+29.1% | $5,609-14.8% |
| Admin fee / account holder | $13 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |