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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 | $219,199 | $134,001+63.6% | $112,258+95.3% | $134,509+63.0% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -6.99% | 47.15%-54.1pp | 27.47%-34.5pp | 418.13%-425.1pp |
| Employer contribution / active EE | $2,308 | $4,039-42.9% | $3,636-36.5% | $4,741-51.3% |
| Participant deferral / active EE | $5,492 | $5,291+3.8% | $4,728+16.2% | $6,400-14.2% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |