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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 | $229,353 | $167,362+37.0% | $143,799+59.5% | $134,532+70.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.71% | 0.47%-17.2pp | -0.04%-16.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,091 | $5,620-62.8% | $4,952-57.8% | $4,741-55.9% |
| Participant deferral / active EE | $5,108 | $6,447-20.8% | $5,638-9.4% | $6,401-20.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |