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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 | $211,125 | $142,361+48.3% | $119,608+76.5% | $134,509+57.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -16.68% | -12.46%-4.2pp | -14.98%-1.7pp | 418.13%-434.8pp |
| Employer contribution / active EE | $4,995 | $5,224-4.4% | $4,232+18.0% | $4,741+5.4% |
| Participant deferral / active EE | $11,200 | $6,468+73.1% | $5,601+99.9% | $6,400+75.0% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |