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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 | $207,026 | $167,353+23.7% | $143,797+44.0% | $134,545+53.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -12.12% | 0.48%-12.6pp | -0.04%-12.1pp | 418.37%-430.5pp |
| Employer contribution / active EE | $1,450 | $5,620-74.2% | $4,952-70.7% | $4,742-69.4% |
| Participant deferral / active EE | $8,350 | $6,447+29.5% | $5,638+48.1% | $6,401+30.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |