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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 | $101,685 | $92,684+9.7% | $82,706+22.9% | $134,509-24.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -9.20% | 945.84%-955.0pp | 701.76%-711.0pp | 418.13%-427.3pp |
| Employer contribution / active EE | $2,288 | $3,272-30.1% | $3,007-23.9% | $4,741-51.7% |
| Participant deferral / active EE | $4,575 | $4,800-4.7% | $4,394+4.1% | $6,400-28.5% |
| Admin fee / account holder | $25 | $5,982-99.6% | $5,329-99.5% | $11,427-99.8% |