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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 | $109,210 | $100,772+8.4% | $86,690+26.0% | $134,493-18.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.72% | 29.06%-44.8pp | 35.93%-51.6pp | 418.01%-433.7pp |
| Employer contribution / active EE | $3,253 | $3,490-6.8% | $2,837+14.7% | $4,740-31.4% |
| Participant deferral / active EE | $6,850 | $5,338+28.3% | $4,656+47.1% | $6,400+7.0% |
| Admin fee / account holder | $0 | $10,920-100.0% | $7,490-100.0% | $11,425-100.0% |