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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 | $121,853 | $84,464+44.3% | $61,399+98.5% | $134,509-9.4% |
| Participation rate | 22.2% | 62.2%-40.0pp | 52.6%-30.3pp | 81.2%-59.0pp |
| Annual return | -17.01% | 585.06%-602.1pp | 338.81%-355.8pp | 418.13%-435.1pp |
| Employer contribution / active EE | $760 | $1,545-50.8% | $1,159-34.4% | $4,741-84.0% |
| Participant deferral / active EE | $3,322 | $2,818+17.9% | $2,124+56.4% | $6,400-48.1% |
| Admin fee / account holder | $60 | $2,587-97.7% | $2,131-97.2% | $11,427-99.5% |