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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 | $139,919 | $134,001+4.4% | $112,258+24.6% | $134,509+4.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -19.23% | 47.15%-66.4pp | 27.47%-46.7pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,250 | $4,039-69.1% | $3,636-65.6% | $4,741-73.6% |
| Participant deferral / active EE | $5,400 | $5,291+2.1% | $4,728+14.2% | $6,400-15.6% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |