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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 | $142,372 | $142,3920% | $119,622+19.0% | $134,532+5.8% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.3%-33.1pp | 81.2%-35.1pp |
| Annual return | -12.31% | -12.46%+0.2pp | -14.98%+2.7pp | 418.27%-430.6pp |
| Employer contribution / active EE | $3,261 | $5,224-37.6% | $4,232-23.0% | $4,741-31.2% |
| Participant deferral / active EE | $7,771 | $6,467+20.2% | $5,601+38.8% | $6,401+21.4% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |