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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 | $134,909 | $133,981+0.7% | $112,249+20.2% | $134,532+0.3% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -19.69% | 47.16%-66.9pp | 27.48%-47.2pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,830 | $4,040-30.0% | $3,636-22.2% | $4,741-40.3% |
| Participant deferral / active EE | $7,647 | $5,292+44.5% | $4,729+61.7% | $6,401+19.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |