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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 | $241,044 | $84,628+184.8% | $61,501+291.9% | $134,545+79.2% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -16.53% | 585.61%-602.1pp | 339.04%-355.6pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,298 | $1,545-16.0% | $1,160+11.9% | $4,742-72.6% |
| Participant deferral / active EE | $10,800 | $2,819+283.2% | $2,125+408.3% | $6,401+68.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |