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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 | $110,960 | $167,352-33.7% | $143,788-22.8% | $134,509-17.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.99% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.1pp |
| Employer contribution / active EE | $2,000 | $5,620-64.4% | $4,952-59.6% | $4,741-57.8% |
| Participant deferral / active EE | $12,000 | $6,447+86.1% | $5,638+112.8% | $6,400+87.5% |
| Admin fee / account holder | $208 | $18,091-98.9% | $14,675-98.6% | $11,427-98.2% |