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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 | $102,627 | $167,362-38.7% | $143,799-28.6% | $134,532-23.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -17.32% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,368 | $5,620-40.1% | $4,952-32.0% | $4,741-29.0% |
| Participant deferral / active EE | $6,520 | $6,447+1.1% | $5,638+15.6% | $6,401+1.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |