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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 | $138,790 | $67,372+106.0% | $60,906+127.9% | $134,532+3.2% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.1%-43.1pp | 81.2%-51.2pp |
| Annual return | -9.17% | 50.05%-59.2pp | 16.94%-26.1pp | 418.27%-427.4pp |
| Employer contribution / active EE | $1,351 | $3,099-56.4% | $2,703-50.0% | $4,741-71.5% |
| Participant deferral / active EE | $8,100 | $4,532+78.7% | $3,814+112.4% | $6,401+26.5% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |