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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 | $207,636 | $105,867+96.1% | $90,760+128.8% | $134,532+54.3% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -18.16% | -10.99%-7.2pp | -12.16%-6.0pp | 418.27%-436.4pp |
| Employer contribution / active EE | $3,363 | $3,464-2.9% | $2,922+15.1% | $4,741-29.1% |
| Participant deferral / active EE | $7,571 | $5,217+45.1% | $4,565+65.9% | $6,401+18.3% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |