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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 | $131,376 | $158,852-17.3% | $121,220+8.4% | $135,380-3.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -5.32% | -0.64%-4.7pp | 16.94%-22.3pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,933 | $5,666-65.9% | $4,023-51.9% | $4,779-59.6% |
| Participant deferral / active EE | $1,933 | $4,006-51.7% | $3,345-42.2% | $5,609-65.5% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |