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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 | $93,545 | $104,106-10.1% | $71,086+31.6% | $135,379-30.9% |
| Participation rate | 15.4% | 65.7%-50.3pp | 54.7%-39.3pp | 82.6%-67.3pp |
| Annual return | -2.89% | 1256.30%-1259.2pp | 650.59%-653.5pp | 519.79%-522.7pp |
| Employer contribution / active EE | $492 | $1,485-66.8% | $1,088-54.7% | $4,779-89.7% |
| Participant deferral / active EE | $3,033 | $2,527+20.0% | $1,874+61.8% | $5,609-45.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |