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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 | $206,433 | $167,362+23.3% | $143,799+43.6% | $134,532+53.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -14.44% | 0.47%-14.9pp | -0.04%-14.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,467 | $5,620-73.9% | $4,952-70.4% | $4,741-69.1% |
| Participant deferral / active EE | $3,417 | $6,447-47.0% | $5,638-39.4% | $6,401-46.6% |
| Admin fee / account holder | $60 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |