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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 | $109,190 | $93,098+17.3% | $77,081+41.7% | $134,509-18.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -16.06% | 62.63%-78.7pp | 42.33%-58.4pp | 418.13%-434.2pp |
| Employer contribution / active EE | $11,127 | $3,419+225.4% | $2,813+295.5% | $4,741+134.7% |
| Participant deferral / active EE | $3,435 | $5,239-34.4% | $4,428-22.4% | $6,400-46.3% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |