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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 | $88,412 | $84,551+4.6% | $61,452+43.9% | $134,532-34.3% |
| Participation rate | 64.7% | 62.2%+2.5pp | 52.6%+12.1pp | 81.2%-16.5pp |
| Annual return | -20.87% | 585.39%-606.3pp | 338.96%-359.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,316 | $1,545-14.8% | $1,160+13.5% | $4,741-72.3% |
| Participant deferral / active EE | $12,659 | $2,818+349.1% | $2,125+495.8% | $6,401+97.8% |
| Admin fee / account holder | $148 | $2,587-94.3% | $2,131-93.1% | $11,429-98.7% |