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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 | $76,620 | $67,372+13.7% | $60,906+25.8% | $134,532-43.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -9.60% | 50.05%-59.6pp | 16.94%-26.5pp | 418.27%-427.9pp |
| Employer contribution / active EE | $40,667 | $3,099+1212.1% | $2,703+1404.4% | $4,741+757.8% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $140 | $4,588-97.0% | $3,227-95.7% | $11,429-98.8% |