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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 | $156,167 | $59,107+164.2% | $86,439+80.7% | $68,495+128.0% |
| Participation rate | 39.3% | 75.2%-36.0pp | 80.3%-41.0pp | 67.9%-28.6pp |
| Annual return | -16.95% | -0.23%-16.7pp | 4395.55%-4412.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,825 | $5,901-18.2% | $6,952-30.6% | $4,028+19.8% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,732-100.0% | $5,403-100.0% |