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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 | $100,659 | $131,835-23.6% | $108,582-7.3% | $273,972-63.3% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 7.34% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,299 | $4,913-73.6% | $3,758-65.4% | $4,869-73.3% |
| Participant deferral / active EE | $5,516 | $5,127+7.6% | $4,311+27.9% | $5,287+4.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |