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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 | $94,140 | $84,464+11.5% | $61,399+53.3% | $134,509-30.0% |
| Participation rate | 27.8% | 62.2%-34.4pp | 52.6%-24.8pp | 81.2%-53.5pp |
| Annual return | -15.41% | 585.06%-600.5pp | 338.81%-354.2pp | 418.13%-433.5pp |
| Employer contribution / active EE | $252 | $1,545-83.7% | $1,159-78.3% | $4,741-94.7% |
| Participant deferral / active EE | $3,119 | $2,818+10.7% | $2,124+46.8% | $6,400-51.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |