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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 | $41,772 | $82,288-49.2% | $68,794-39.3% | $134,509-68.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 130.94% | -2.19%+133.1pp | -6.37%+137.3pp | 418.13%-287.2pp |
| Employer contribution / active EE | $13,283 | $3,301+302.4% | $2,656+400.2% | $4,741+180.2% |
| Participant deferral / active EE | $27,428 | $4,738+478.8% | $3,941+595.9% | $6,400+328.5% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |