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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 | $111,977 | $97,020+15.4% | $83,327+34.4% | $135,380-17.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -5.33% | 12.31%-17.6pp | 10.64%-16.0pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,164 | $4,144-71.9% | $3,379-65.5% | $4,779-75.6% |
| Participant deferral / active EE | $5,509 | $5,964-7.6% | $5,565-1.0% | $5,609-1.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |