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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 | $46,538 | $133,998-65.3% | $112,263-58.5% | $134,545-65.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.07% | 47.17%-66.2pp | 27.49%-46.6pp | 418.37%-437.4pp |
| Employer contribution / active EE | $3,365 | $4,040-16.7% | $3,636-7.5% | $4,742-29.0% |
| Participant deferral / active EE | $11,762 | $5,292+122.2% | $4,729+148.7% | $6,401+83.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |