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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 | $90,445 | $84,464+7.1% | $61,399+47.3% | $134,509-32.8% |
| Participation rate | 22.2% | 62.2%-40.0pp | 52.6%-30.3pp | 81.2%-59.0pp |
| Annual return | -16.94% | 585.06%-602.0pp | 338.81%-355.7pp | 418.13%-435.1pp |
| Employer contribution / active EE | $173 | $1,545-88.8% | $1,159-85.1% | $4,741-96.4% |
| Participant deferral / active EE | $3,909 | $2,818+38.7% | $2,124+84.0% | $6,400-38.9% |
| Admin fee / account holder | $38 | $2,587-98.6% | $2,131-98.2% | $11,427-99.7% |