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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 | $113,488 | $97,732+16.1% | $83,831+35.4% | $135,380-16.2% |
| Participation rate | 52.2% | 80.0%-27.8pp | 76.1%-24.0pp | 82.6%-30.5pp |
| Annual return | -9.55% | 1287.56%-1297.1pp | 850.99%-860.5pp | 519.81%-529.4pp |
| Employer contribution / active EE | $9,371 | $4,222+122.0% | $3,631+158.1% | $4,779+96.1% |
| Participant deferral / active EE | $4,664 | $4,683-0.4% | $4,082+14.3% | $5,609-16.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |