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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 | $175,119 | $142,361+23.0% | $119,608+46.4% | $134,509+30.2% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -17.44% | -12.46%-5.0pp | -14.98%-2.5pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,367 | $5,224-54.7% | $4,232-44.1% | $4,741-50.1% |
| Participant deferral / active EE | $10,660 | $6,468+64.8% | $5,601+90.3% | $6,400+66.6% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |