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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 | $113,653 | $88,596+28.3% | $70,098+62.1% | $134,509-15.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -16.76% | 442.67%-459.4pp | 190.76%-207.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $2,424 | $3,235-25.1% | $2,560-5.3% | $4,741-48.9% |
| Participant deferral / active EE | $7,703 | $4,772+61.4% | $3,849+100.1% | $6,400+20.3% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |