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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 | $215,228 | $133,981+60.6% | $112,249+91.7% | $134,532+60.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -14.94% | 47.16%-62.1pp | 27.48%-42.4pp | 418.27%-433.2pp |
| Employer contribution / active EE | $2,040 | $4,040-49.5% | $3,636-43.9% | $4,741-57.0% |
| Participant deferral / active EE | $7,650 | $5,292+44.6% | $4,729+61.8% | $6,401+19.5% |
| Admin fee / account holder | $120 | $7,492-98.4% | $6,412-98.1% | $11,429-98.9% |