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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 | $185,751 | $167,353+11.0% | $143,797+29.2% | $134,545+38.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.56% | 0.48%-20.0pp | -0.04%-19.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $22,500 | $5,620+300.3% | $4,952+354.3% | $4,742+374.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $87 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |