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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 | $74,411 | $69,518+7.0% | $59,887+24.3% | $135,379-45.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -8.77% | 7.95%-16.7pp | 3.46%-12.2pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,783 | $4,204-10.0% | $3,402+11.2% | $5,609-32.6% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,591-99.6% | $10,828-99.9% |