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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 | $163,853 | $167,362-2.1% | $143,799+13.9% | $134,532+21.8% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -15.50% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $2,459 | $5,620-56.2% | $4,952-50.3% | $4,741-48.1% |
| Participant deferral / active EE | $4,547 | $6,447-29.5% | $5,638-19.4% | $6,401-29.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |