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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 | $124,669 | $167,362-25.5% | $143,799-13.3% | $134,532-7.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -9.53% | 0.47%-10.0pp | -0.04%-9.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $9,543 | $5,620+69.8% | $4,952+92.7% | $4,741+101.3% |
| Participant deferral / active EE | $5,273 | $6,447-18.2% | $5,638-6.5% | $6,401-17.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |