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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 | $123,567 | $54,357+127.3% | $82,706+49.4% | $68,495+80.4% |
| Participation rate | 11.8% | 63.9%-52.2pp | 72.6%-60.8pp | 67.9%-56.1pp |
| Annual return | -14.48% | -13.67%-0.8pp | 701.76%-716.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $394 | $2,218-82.2% | $3,007-86.9% | $2,596-84.8% |
| Participant deferral / active EE | $1,434 | $3,246-55.8% | $4,394-67.4% | $4,028-64.4% |
| Admin fee / account holder | $15 | $4,396-99.7% | $5,329-99.7% | $5,403-99.7% |