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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 | $69,992 | $134,001-47.8% | $112,258-37.7% | $134,509-48.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -15.87% | 47.15%-63.0pp | 27.47%-43.3pp | 418.13%-434.0pp |
| Employer contribution / active EE | $2,180 | $4,039-46.0% | $3,636-40.0% | $4,741-54.0% |
| Participant deferral / active EE | $6,330 | $5,291+19.6% | $4,728+33.9% | $6,400-1.1% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |