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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 | $74,075 | $133,998-44.7% | $112,263-34.0% | $134,545-44.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.45% | 47.17%-64.6pp | 27.49%-44.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $9,888 | $4,040+144.7% | $3,636+171.9% | $4,742+108.5% |
| Participant deferral / active EE | $16,869 | $5,292+218.7% | $4,729+256.7% | $6,401+163.5% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |