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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 | $225,075 | $84,628+166.0% | $61,501+266.0% | $134,545+67.3% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -16.77% | 585.61%-602.4pp | 339.04%-355.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $333 | $1,545-78.4% | $1,160-71.3% | $4,742-93.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |