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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 | $108,334 | $99,644+8.7% | $86,438+25.3% | $134,532-19.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -13.60% | 6787.26%-6800.9pp | 4397.19%-4410.8pp | 418.27%-431.9pp |
| Employer contribution / active EE | $7,566 | $4,402+71.9% | $3,769+100.7% | $4,741+59.6% |
| Participant deferral / active EE | $7,220 | $7,247-0.4% | $6,952+3.8% | $6,401+12.8% |
| Admin fee / account holder | $16 | $8,375-99.8% | $6,733-99.8% | $11,429-99.9% |