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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 | $46,468 | $167,362-72.2% | $143,799-67.7% | $134,532-65.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -18.37% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $14,950 | $5,620+166.0% | $4,952+201.9% | $4,741+215.3% |
| Participant deferral / active EE | $5,740 | $6,447-11.0% | $5,638+1.8% | $6,401-10.3% |
| Admin fee / account holder | $274 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |