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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 | $90,811 | $131,835-31.1% | $108,582-16.4% | $273,972-66.9% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.6%-21.2pp | 83.0%-24.7pp |
| Annual return | 84.90% | -91.57%+176.5pp | -51.70%+136.6pp | 41.46%+43.4pp |
| Employer contribution / active EE | $1,077 | $4,913-78.1% | $3,758-71.3% | $4,869-77.9% |
| Participant deferral / active EE | $3,237 | $5,127-36.9% | $4,311-24.9% | $5,287-38.8% |
| Admin fee / account holder | $9 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |