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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 | $92,540 | $133,998-30.9% | $112,263-17.6% | $134,545-31.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.39% | 47.17%-63.6pp | 27.49%-43.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,905 | $4,040-28.1% | $3,636-20.1% | $4,742-38.7% |
| Participant deferral / active EE | $6,603 | $5,292+24.8% | $4,729+39.6% | $6,401+3.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |