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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 | $113,496 | $107,791+5.3% | $90,645+25.2% | $135,377-16.2% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -7.58% | -0.90%-6.7pp | 1.88%-9.5pp | 519.75%-527.3pp |
| Employer contribution / active EE | $3,892 | $3,018+29.0% | $2,532+53.7% | $4,779-18.6% |
| Participant deferral / active EE | $6,243 | $3,872+61.2% | $3,425+82.3% | $5,609+11.3% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,828-100.0% |