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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 | $154,264 | $133,981+15.1% | $112,249+37.4% | $134,532+14.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -15.06% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,115 | $4,040-72.4% | $3,636-69.3% | $4,741-76.5% |
| Participant deferral / active EE | $8,644 | $5,292+63.3% | $4,729+82.8% | $6,401+35.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |