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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 | $222,097 | $106,557+108.4% | $91,227+143.5% | $134,545+65.1% |
| Participation rate | 12.5% | 76.8%-64.3pp | 73.2%-60.7pp | 81.2%-68.7pp |
| Annual return | -18.80% | 160.81%-179.6pp | 114.14%-132.9pp | 418.37%-437.2pp |
| Employer contribution / active EE | $960 | $3,332-71.2% | $2,851-66.3% | $4,742-79.8% |
| Participant deferral / active EE | $3,375 | $4,719-28.5% | $4,234-20.3% | $6,401-47.3% |
| Admin fee / account holder | $20 | $6,235-99.7% | $5,423-99.6% | $11,431-99.8% |