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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 | $236,948 | $134,001+76.8% | $112,258+111.1% | $134,509+76.2% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -12.23% | 47.15%-59.4pp | 27.47%-39.7pp | 418.13%-430.4pp |
| Employer contribution / active EE | $1,526 | $4,039-62.2% | $3,636-58.0% | $4,741-67.8% |
| Participant deferral / active EE | $8,207 | $5,291+55.1% | $4,728+73.6% | $6,400+28.2% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |