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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 | $218,312 | $133,981+62.9% | $112,249+94.5% | $134,532+62.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.58% | 47.16%-60.7pp | 27.48%-41.1pp | 418.27%-431.8pp |
| Employer contribution / active EE | $944 | $4,040-76.6% | $3,636-74.0% | $4,741-80.1% |
| Participant deferral / active EE | $14,900 | $5,292+181.6% | $4,729+215.1% | $6,401+132.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |