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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 | $163,724 | $190,879-14.2% | $160,009+2.3% | $134,532+21.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -13.28% | 552.63%-565.9pp | 408.85%-422.1pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,729 | $4,995-65.4% | $4,225-59.1% | $4,741-63.5% |
| Participant deferral / active EE | $2,752 | $6,924-60.3% | $6,183-55.5% | $6,401-57.0% |
| Admin fee / account holder | $3 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |