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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 | $101,426 | $100,811+0.6% | $86,698+17.0% | $134,545-24.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -18.80% | 29.11%-47.9pp | 35.96%-54.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $9,833 | $3,490+181.7% | $2,837+246.6% | $4,742+107.4% |
| Participant deferral / active EE | $5,217 | $5,339-2.3% | $4,656+12.0% | $6,401-18.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |