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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 | $94,825 | $167,353-43.3% | $143,797-34.1% | $134,545-29.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -15.49% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,135 | $5,620-62.0% | $4,952-56.9% | $4,742-55.0% |
| Participant deferral / active EE | $4,126 | $6,447-36.0% | $5,638-26.8% | $6,401-35.5% |
| Admin fee / account holder | $11 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |