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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 | $168,453 | $133,998+25.7% | $112,263+50.1% | $134,545+25.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -19.21% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $16,733 | $4,040+314.2% | $3,636+360.2% | $4,742+252.9% |
| Participant deferral / active EE | $10,664 | $5,292+101.5% | $4,729+125.5% | $6,401+66.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |