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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 | $217,220 | $95,895+126.5% | $79,576+173.0% | $134,509+61.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -17.09% | -2.72%-14.4pp | 0.15%-17.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $845 | $3,128-73.0% | $2,413-65.0% | $4,741-82.2% |
| Participant deferral / active EE | $4,896 | $4,693+4.3% | $3,985+22.8% | $6,400-23.5% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |