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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 | $202,843 | $133,981+51.4% | $112,249+80.7% | $134,532+50.8% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -15.24% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,066 | $4,040-48.9% | $3,636-43.2% | $4,741-56.4% |
| Participant deferral / active EE | $5,930 | $5,292+12.1% | $4,729+25.4% | $6,401-7.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |