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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 | $125,632 | $48,274+160.2% | $63,244+98.6% | $59,633+110.7% |
| Participation rate | 19.4% | 66.3%-46.9pp | 71.0%-51.6pp | 68.7%-49.2pp |
| Annual return | -1.68% | -240.79%+239.1pp | -70.31%+68.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $711 | $1,586-55.2% | $2,322-69.4% | $2,203-67.7% |
| Participant deferral / active EE | $1,129 | $2,343-51.8% | $2,953-61.8% | $3,192-64.6% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |