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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 | $88,931 | $133,981-33.6% | $112,249-20.8% | $134,532-33.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.91% | 47.16%-67.1pp | 27.48%-47.4pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,585 | $4,040-11.2% | $3,636-1.4% | $4,741-24.4% |
| Participant deferral / active EE | $9,459 | $5,292+78.7% | $4,729+100.0% | $6,401+47.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |