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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 | $194,070 | $84,551+129.5% | $61,452+215.8% | $134,532+44.3% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -19.93% | 585.39%-605.3pp | 338.96%-358.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $640 | $1,545-58.5% | $1,160-44.8% | $4,741-86.5% |
| Participant deferral / active EE | $676 | $2,818-76.0% | $2,125-68.2% | $6,401-89.4% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |