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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 | $122,474 | $73,863+65.8% | $143,797-14.8% | $68,490+78.8% |
| Participation rate | 25.6% | 66.7%-41.0pp | 80.3%-54.7pp | 67.9%-42.3pp |
| Annual return | -13.95% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,153 | $3,185-63.8% | $4,952-76.7% | $2,597-55.6% |
| Participant deferral / active EE | $1,492 | $3,385-55.9% | $5,638-73.5% | $4,028-63.0% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |