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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 | $211,686 | $92,684+128.4% | $82,706+155.9% | $134,509+57.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.22% | 945.84%-960.1pp | 701.76%-716.0pp | 418.13%-432.4pp |
| Employer contribution / active EE | $11,504 | $3,272+251.6% | $3,007+282.5% | $4,741+142.7% |
| Participant deferral / active EE | $3,600 | $4,800-25.0% | $4,394-18.1% | $6,400-43.8% |
| Admin fee / account holder | $248 | $5,982-95.8% | $5,329-95.3% | $11,427-97.8% |