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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 | $122,713 | $99,644+23.2% | $86,438+42.0% | $134,532-8.8% |
| Participation rate | 37.5% | 82.1%-44.6pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -18.84% | 6787.26%-6806.1pp | 4397.19%-4416.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,232 | $4,402-49.3% | $3,769-40.8% | $4,741-52.9% |
| Participant deferral / active EE | $6,291 | $7,247-13.2% | $6,952-9.5% | $6,401-1.7% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |