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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 | $66,788 | $167,353-60.1% | $143,797-53.6% | $134,545-50.4% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -19.09% | 0.48%-19.6pp | -0.04%-19.0pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,355 | $5,620-40.3% | $4,952-32.3% | $4,742-29.2% |
| Participant deferral / active EE | $7,923 | $6,447+22.9% | $5,638+40.5% | $6,401+23.8% |
| Admin fee / account holder | $19 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |