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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 | $69,403 | $167,353-58.5% | $143,797-51.7% | $134,545-48.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.84% | 0.48%-19.3pp | -0.04%-18.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,887 | $5,620-66.4% | $4,952-61.9% | $4,742-60.2% |
| Participant deferral / active EE | $6,102 | $6,447-5.4% | $5,638+8.2% | $6,401-4.7% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |