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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 | $238,745 | $167,533+42.5% | $151,645+57.4% | $134,545+77.4% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -19.75% | 7.81%-27.6pp | 3.34%-23.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $4,383 | $6,828-35.8% | $6,165-28.9% | $4,742-7.6% |
| Participant deferral / active EE | $10,409 | $8,985+15.8% | $8,363+24.5% | $6,401+62.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |