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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 | $196,656 | $100,805+95.1% | $86,698+126.8% | $134,532+46.2% |
| Participation rate | 25.0% | 79.0%-54.0pp | 76.6%-51.6pp | 81.2%-56.2pp |
| Annual return | -17.57% | 29.09%-46.7pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,231 | $3,490-64.7% | $2,837-56.6% | $4,741-74.0% |
| Participant deferral / active EE | $2,300 | $5,339-56.9% | $4,656-50.6% | $6,401-64.1% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |