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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 | $171,918 | $73,863+132.8% | $143,797+19.6% | $68,490+151.0% |
| Participation rate | 19.5% | 66.7%-47.2pp | 80.3%-60.8pp | 67.9%-48.4pp |
| Annual return | -17.36% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $853 | $3,185-73.2% | $4,952-82.8% | $2,597-67.1% |
| Participant deferral / active EE | $3,261 | $3,385-3.6% | $5,638-42.2% | $4,028-19.0% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |