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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 | $73,498 | $134,001-45.2% | $112,258-34.5% | $134,509-45.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.88% | 47.15%-67.0pp | 27.47%-47.3pp | 418.13%-438.0pp |
| Employer contribution / active EE | $3,822 | $4,039-5.4% | $3,636+5.1% | $4,741-19.4% |
| Participant deferral / active EE | $7,736 | $5,291+46.2% | $4,728+63.6% | $6,400+20.9% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |