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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 | $222,376 | $211,946+4.9% | $169,452+31.2% | $135,379+64.3% |
| Participation rate | 28.6% | 82.6%-54.1pp | 77.8%-49.2pp | 82.6%-54.1pp |
| Annual return | -8.97% | 3.26%-12.2pp | 1.83%-10.8pp | 519.79%-528.8pp |
| Employer contribution / active EE | $1,383 | $5,117-73.0% | $4,157-66.7% | $4,779-71.1% |
| Participant deferral / active EE | $6,571 | $6,075+8.2% | $5,277+24.5% | $5,609+17.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |