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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 | $153,933 | $175,646-12.4% | $129,118+19.2% | $134,532+14.4% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | -12.75% | -11.39%-1.4pp | -10.94%-1.8pp | 418.27%-431.0pp |
| Employer contribution / active EE | $3,989 | $6,355-37.2% | $5,051-21.0% | $4,741-15.9% |
| Participant deferral / active EE | $7,978 | $7,970+0.1% | $6,539+22.0% | $6,401+24.6% |
| Admin fee / account holder | $8 | $23,578-100.0% | $14,305-99.9% | $11,429-99.9% |