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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 | $135,222 | $154,159-12.3% | $130,026+4.0% | $139,456-3.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 18.95% | 32.50%-13.6pp | -137.26%+156.2pp | 373.45%-354.5pp |
| Employer contribution / active EE | $1,600 | $5,292-69.8% | $4,321-63.0% | $4,753-66.3% |
| Participant deferral / active EE | $8,000 | $6,710+19.2% | $5,821+37.4% | $6,711+19.2% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |