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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 | $112,198 | $105,867+6.0% | $90,760+23.6% | $134,532-16.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -19.28% | -10.99%-8.3pp | -12.16%-7.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $6,441 | $3,464+86.0% | $2,922+120.4% | $4,741+35.8% |
| Participant deferral / active EE | $16,425 | $5,217+214.8% | $4,565+259.8% | $6,401+156.6% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |