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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 | $129,156 | $99,668+29.6% | $86,451+49.4% | $134,545-4.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -10.59% | 6789.61%-6800.2pp | 4398.51%-4409.1pp | 418.37%-429.0pp |
| Employer contribution / active EE | $583 | $4,403-86.8% | $3,770-84.5% | $4,742-87.7% |
| Participant deferral / active EE | $5,145 | $7,249-29.0% | $6,953-26.0% | $6,401-19.6% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |