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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 | $139,781 | $90,606+54.3% | $79,466+75.9% | $135,379+3.3% |
| Participation rate | 11.1% | 76.0%-64.9pp | 73.3%-62.2pp | 82.6%-71.5pp |
| Annual return | -4.06% | 977.69%-981.8pp | 718.28%-722.3pp | 519.79%-523.8pp |
| Employer contribution / active EE | $659 | $3,068-78.5% | $2,800-76.5% | $4,779-86.2% |
| Participant deferral / active EE | $962 | $4,050-76.3% | $3,704-74.0% | $5,609-82.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |