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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 | $90,662 | $99,032-8.5% | $80,022+13.3% | $135,380-33.0% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | -7.41% | 15.39%-22.8pp | 11.22%-18.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,583 | $4,282-16.3% | $3,686-2.8% | $5,609-36.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |