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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 | $191,514 | $142,409+34.5% | $119,634+60.1% | $134,545+42.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -13.74% | -12.46%-1.3pp | -14.98%+1.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $1,682 | $5,224-67.8% | $4,232-60.3% | $4,742-64.5% |
| Participant deferral / active EE | $6,858 | $6,468+6.0% | $5,601+22.4% | $6,401+7.1% |
| Admin fee / account holder | $5 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |