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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 | $198,319 | $93,124+113.0% | $77,100+157.2% | $134,545+47.4% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | -18.52% | 62.68%-81.2pp | 42.35%-60.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $3,081 | $3,421-9.9% | $2,815+9.5% | $4,742-35.0% |
| Participant deferral / active EE | $7,449 | $5,242+42.1% | $4,430+68.2% | $6,401+16.4% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |