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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 | $115,163 | $167,353-31.2% | $143,797-19.9% | $134,545-14.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.43% | 0.48%-15.9pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,880 | $5,620-66.5% | $4,952-62.0% | $4,742-60.3% |
| Participant deferral / active EE | $9,293 | $6,447+44.1% | $5,638+64.8% | $6,401+45.2% |
| Admin fee / account holder | $21 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |