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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 | $184,032 | $167,522+9.9% | $151,639+21.4% | $134,532+36.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -19.68% | 7.81%-27.5pp | 3.34%-23.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $7,140 | $6,828+4.6% | $6,165+15.8% | $4,741+50.6% |
| Participant deferral / active EE | $7,200 | $8,986-19.9% | $8,363-13.9% | $6,401+12.5% |
| Admin fee / account holder | $270 | $13,780-98.0% | $11,613-97.7% | $11,429-97.6% |