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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 | $114,530 | $90,607+26.4% | $79,467+44.1% | $135,380-15.4% |
| Participation rate | 58.8% | 76.0%-17.2pp | 73.3%-14.5pp | 82.6%-23.8pp |
| Annual return | -8.00% | 977.74%-985.7pp | 718.30%-726.3pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,485 | $3,068-51.6% | $2,800-47.0% | $4,779-68.9% |
| Participant deferral / active EE | $3,028 | $4,050-25.2% | $3,704-18.2% | $5,609-46.0% |
| Admin fee / account holder | $233 | $5,895-96.0% | $5,104-95.4% | $10,828-97.8% |