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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 | $151,416 | $138,114+9.6% | $125,391+20.8% | $134,545+12.5% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -12.98% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,043 | $5,246-80.1% | $4,816-78.3% | $4,742-78.0% |
| Participant deferral / active EE | $3,157 | $7,801-59.5% | $7,448-57.6% | $6,401-50.7% |
| Admin fee / account holder | $30 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |