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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 | $110,119 | $92,766+18.7% | $82,763+33.1% | $134,545-18.2% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -18.55% | 946.97%-965.5pp | 702.45%-721.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,020 | $3,273-38.3% | $3,008-32.8% | $4,742-57.4% |
| Participant deferral / active EE | $3,936 | $4,802-18.0% | $4,395-10.5% | $6,401-38.5% |
| Admin fee / account holder | $113 | $5,978-98.1% | $5,325-97.9% | $11,431-99.0% |