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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 | $102,951 | $95,895+7.4% | $79,576+29.4% | $134,509-23.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -13.19% | -2.72%-10.5pp | 0.15%-13.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $1,805 | $3,128-42.3% | $2,413-25.2% | $4,741-61.9% |
| Participant deferral / active EE | $7,107 | $4,693+51.4% | $3,985+78.3% | $6,400+11.0% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |