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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 | $97,940 | $84,551+15.8% | $61,452+59.4% | $134,532-27.2% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -18.10% | 585.39%-603.5pp | 338.96%-357.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,308 | $1,545-15.3% | $1,160+12.8% | $4,741-72.4% |
| Participant deferral / active EE | $4,967 | $2,818+76.2% | $2,125+133.8% | $6,401-22.4% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |