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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 | $75,203 | $167,362-55.1% | $143,799-47.7% | $134,532-44.1% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -15.75% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,537 | $5,620-72.6% | $4,952-69.0% | $4,741-67.6% |
| Participant deferral / active EE | $6,318 | $6,447-2.0% | $5,638+12.1% | $6,401-1.3% |
| Admin fee / account holder | $99 | $18,094-99.5% | $14,677-99.3% | $11,429-99.1% |