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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 | $89,485 | $67,372+32.8% | $60,906+46.9% | $134,532-33.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -19.43% | 50.05%-69.5pp | 16.94%-36.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,333 | $3,099-57.0% | $2,703-50.7% | $4,741-71.9% |
| Participant deferral / active EE | $1,500 | $4,532-66.9% | $3,814-60.7% | $6,401-76.6% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |