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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 | $73,118 | $167,362-56.3% | $143,799-49.2% | $134,532-45.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -8.82% | 0.47%-9.3pp | -0.04%-8.8pp | 418.27%-427.1pp |
| Employer contribution / active EE | $2,830 | $5,620-49.6% | $4,952-42.9% | $4,741-40.3% |
| Participant deferral / active EE | $9,107 | $6,447+41.2% | $5,638+61.5% | $6,401+42.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |