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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 | $109,015 | $167,352-34.9% | $143,788-24.2% | $134,509-19.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.12% | 0.47%-17.6pp | -0.03%-17.1pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,333 | $5,620-76.3% | $4,952-73.1% | $4,741-71.9% |
| Participant deferral / active EE | $5,000 | $6,447-22.4% | $5,638-11.3% | $6,400-21.9% |
| Admin fee / account holder | $40 | $18,091-99.8% | $14,675-99.7% | $11,427-99.6% |