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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 | $155,416 | $140,592+10.5% | $123,105+26.2% | $125,389+23.9% |
| Participation rate | 55.6% | 88.2%-32.6pp | 86.8%-31.2pp | 83.2%-27.6pp |
| Annual return | -2.27% | 16.80%-19.1pp | 13.22%-15.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,533 | $6,041-41.5% | $5,151-31.4% | $4,866-27.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |