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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 | $70,808 | $133,981-47.2% | $112,249-36.9% | $134,532-47.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -19.69% | 47.16%-66.8pp | 27.48%-47.2pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,436 | $4,040-64.5% | $3,636-60.5% | $4,741-69.7% |
| Participant deferral / active EE | $14,206 | $5,292+168.4% | $4,729+200.4% | $6,401+121.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |