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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 | $234,030 | $167,353+39.8% | $143,797+62.7% | $134,545+73.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.67% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,828 | $5,620-67.5% | $4,952-63.1% | $4,742-61.5% |
| Participant deferral / active EE | $13,505 | $6,447+109.5% | $5,638+139.5% | $6,401+111.0% |
| Admin fee / account holder | $205 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |