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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 | $185,711 | $138,102+34.5% | $125,381+48.1% | $134,532+38.0% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -14.70% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,170 | $5,245-77.7% | $4,815-75.7% | $4,741-75.3% |
| Participant deferral / active EE | $5,428 | $7,801-30.4% | $7,448-27.1% | $6,401-15.2% |
| Admin fee / account holder | $70 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |