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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 | $126,079 | $64,729+94.8% | $112,263+12.3% | $68,490+84.1% |
| Participation rate | 69.0% | 67.2%+1.8pp | 75.1%-6.1pp | 67.9%+1.1pp |
| Annual return | -15.69% | -11.40%-4.3pp | 27.49%-43.2pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,159 | $3,566+16.6% | $4,729-12.1% | $4,028+3.2% |
| Admin fee / account holder | $27 | $5,222-99.5% | $6,410-99.6% | $5,403-99.5% |