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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 | $39,476 | $93,117-57.6% | $77,096-48.8% | $134,532-70.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -18.99% | 62.67%-81.7pp | 42.35%-61.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,482 | $3,420+1.8% | $2,814+23.7% | $4,741-26.6% |
| Participant deferral / active EE | $12,300 | $5,241+134.7% | $4,429+177.7% | $6,401+92.2% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |