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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 | $138,753 | $133,981+3.6% | $112,249+23.6% | $134,532+3.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.13% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,008 | $4,040-75.0% | $3,636-72.3% | $4,741-78.7% |
| Participant deferral / active EE | $9,175 | $5,292+73.4% | $4,729+94.0% | $6,401+43.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |