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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 | $189,569 | $95,895+97.7% | $79,576+138.2% | $134,509+40.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -16.21% | -2.72%-13.5pp | 0.15%-16.4pp | 418.13%-434.3pp |
| Employer contribution / active EE | $1,396 | $3,128-55.4% | $2,413-42.2% | $4,741-70.6% |
| Participant deferral / active EE | $6,007 | $4,693+28.0% | $3,985+50.7% | $6,400-6.1% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |