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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 | $209,009 | $129,959+60.8% | $104,301+100.4% | $134,532+55.4% |
| Participation rate | 47.1% | 79.5%-32.5pp | 73.3%-26.2pp | 81.2%-34.2pp |
| Annual return | -17.15% | 42.04%-59.2pp | 24.61%-41.8pp | 418.27%-435.4pp |
| Employer contribution / active EE | $855 | $4,185-79.6% | $3,373-74.7% | $4,741-82.0% |
| Participant deferral / active EE | $8,124 | $5,589+45.3% | $4,626+75.6% | $6,401+26.9% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |