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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 | $128,769 | $53,162+142.2% | $91,227+41.2% | $68,490+88.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 73.2%-39.9pp | 67.9%-34.6pp |
| Annual return | -16.77% | -3.14%-13.6pp | 114.14%-130.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $708 | $1,709-58.6% | $2,851-75.2% | $2,597-72.7% |
| Participant deferral / active EE | $1,987 | $2,974-33.2% | $4,234-53.1% | $4,028-50.7% |
| Admin fee / account holder | $4 | $4,493-99.9% | $5,423-99.9% | $5,403-99.9% |