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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 | $68,345 | $167,353-59.2% | $143,797-52.5% | $134,545-49.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.61% | 0.48%-20.1pp | -0.04%-19.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $10,341 | $5,620+84.0% | $4,952+108.8% | $4,742+118.1% |
| Participant deferral / active EE | $3,167 | $6,447-50.9% | $5,638-43.8% | $6,401-50.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |