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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 | $94,128 | $167,353-43.8% | $143,797-34.5% | $134,545-30.0% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -7.16% | 0.48%-7.6pp | -0.04%-7.1pp | 418.37%-425.5pp |
| Employer contribution / active EE | $9,580 | $5,620+70.4% | $4,952+93.4% | $4,742+102.0% |
| Participant deferral / active EE | $3,569 | $6,447-44.6% | $5,638-36.7% | $6,401-44.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |