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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 | $158,435 | $92,766+70.8% | $82,763+91.4% | $134,545+17.8% |
| Participation rate | 52.9% | 75.2%-22.3pp | 72.6%-19.6pp | 81.2%-28.3pp |
| Annual return | -13.74% | 946.97%-960.7pp | 702.45%-716.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $1,836 | $3,273-43.9% | $3,008-39.0% | $4,742-61.3% |
| Participant deferral / active EE | $4,384 | $4,802-8.7% | $4,395-0.2% | $6,401-31.5% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |