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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 | $153,438 | $129,959+18.1% | $104,301+47.1% | $134,532+14.1% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -16.48% | 42.04%-58.5pp | 24.61%-41.1pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,677 | $4,185-36.0% | $3,373-20.6% | $4,741-43.5% |
| Participant deferral / active EE | $6,402 | $5,589+14.5% | $4,626+38.4% | $6,4010% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |