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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 | $166,861 | $92,766+79.9% | $82,763+101.6% | $134,545+24.0% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -16.03% | 946.97%-963.0pp | 702.45%-718.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,440 | $4,802-70.0% | $4,395-67.2% | $6,401-77.5% |
| Admin fee / account holder | $60 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |