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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 | $161,186 | $92,219+74.8% | $76,767+110.0% | $135,380+19.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -6.28% | 5.46%-11.7pp | 2.43%-8.7pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,215 | $3,216-31.1% | $2,485-10.9% | $4,779-53.7% |
| Participant deferral / active EE | $6,982 | $4,508+54.9% | $3,852+81.3% | $5,609+24.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |