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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 | $19,014 | $84,628-77.5% | $61,501-69.1% | $134,545-85.9% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -16.29% | 585.61%-601.9pp | 339.04%-355.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $5,928 | $1,545+283.8% | $1,160+411.2% | $4,742+25.0% |
| Participant deferral / active EE | $9,000 | $2,819+219.3% | $2,125+323.6% | $6,401+40.6% |
| Admin fee / account holder | $41 | $2,587-98.4% | $2,132-98.1% | $11,431-99.6% |