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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 | $155,393 | $134,001+16.0% | $112,258+38.4% | $134,509+15.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -13.90% | 47.15%-61.1pp | 27.47%-41.4pp | 418.13%-432.0pp |
| Employer contribution / active EE | $3,457 | $4,039-14.4% | $3,636-4.9% | $4,741-27.1% |
| Participant deferral / active EE | $7,757 | $5,291+46.6% | $4,728+64.0% | $6,400+21.2% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |