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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 | $145,934 | $92,743+57.4% | $82,744+76.4% | $134,532+8.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.60% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $3,955 | $3,273+20.8% | $3,008+31.5% | $4,741-16.6% |
| Participant deferral / active EE | $9,524 | $4,802+98.3% | $4,395+116.7% | $6,401+48.8% |
| Admin fee / account holder | $60 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |