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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 | $116,236 | $92,684+25.4% | $82,706+40.5% | $134,509-13.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -17.72% | 945.84%-963.6pp | 701.76%-719.5pp | 418.13%-435.8pp |
| Employer contribution / active EE | $2,373 | $3,272-27.5% | $3,007-21.1% | $4,741-49.9% |
| Participant deferral / active EE | $4,575 | $4,800-4.7% | $4,394+4.1% | $6,400-28.5% |
| Admin fee / account holder | $60 | $5,982-99.0% | $5,329-98.9% | $11,427-99.5% |