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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 | $136,303 | $167,362-18.6% | $143,799-5.2% | $134,532+1.3% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -18.95% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,209 | $5,620-78.5% | $4,952-75.6% | $4,741-74.5% |
| Participant deferral / active EE | $3,607 | $6,447-44.1% | $5,638-36.0% | $6,401-43.6% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |