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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 | $110,631 | $27,639+300.3% | $61,501+79.9% | $68,490+61.5% |
| Participation rate | 46.7% | 39.5%+7.2pp | 52.6%-5.9pp | 67.9%-21.2pp |
| Annual return | -19.19% | -13.19%-6.0pp | 339.04%-358.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,028 | $696+335.1% | $1,160+161.1% | $2,597+16.6% |
| Participant deferral / active EE | $6,456 | $1,264+410.9% | $2,125+203.9% | $4,028+60.3% |
| Admin fee / account holder | $116 | $2,012-94.2% | $2,132-94.5% | $5,403-97.8% |