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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 | $189,247 | $142,392+32.9% | $119,622+58.2% | $134,532+40.7% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.43% | -12.46%-3.0pp | -14.98%-0.5pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,080 | $5,224-79.3% | $4,232-74.5% | $4,741-77.2% |
| Participant deferral / active EE | $8,514 | $6,467+31.6% | $5,601+52.0% | $6,401+33.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |