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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 | $114,346 | $90,607+26.2% | $79,467+43.9% | $135,380-15.5% |
| Participation rate | 9.1% | 76.0%-67.0pp | 73.3%-64.3pp | 82.6%-73.6pp |
| Annual return | -3.80% | 977.74%-981.5pp | 718.30%-722.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $563 | $3,068-81.7% | $2,800-79.9% | $4,779-88.2% |
| Participant deferral / active EE | $2,227 | $4,050-45.0% | $3,704-39.9% | $5,609-60.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |