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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 | $163,697 | $167,353-2.2% | $143,797+13.8% | $134,545+21.7% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -16.68% | 0.48%-17.2pp | -0.04%-16.6pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,646 | $5,620-70.7% | $4,952-66.8% | $4,742-65.3% |
| Participant deferral / active EE | $3,208 | $6,447-50.2% | $5,638-43.1% | $6,401-49.9% |
| Admin fee / account holder | $24 | $18,096-99.9% | $14,679-99.8% | $11,431-99.8% |