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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 | $139,568 | $54,370+156.7% | $82,763+68.6% | $68,490+103.8% |
| Participation rate | 48.6% | 63.9%-15.4pp | 72.6%-24.0pp | 67.9%-19.3pp |
| Annual return | -14.43% | -13.67%-0.8pp | 702.45%-716.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,613 | $2,219-27.3% | $3,008-46.4% | $2,597-37.9% |
| Participant deferral / active EE | $4,128 | $3,247+27.1% | $4,395-6.1% | $4,028+2.5% |
| Admin fee / account holder | $21 | $4,398-99.5% | $5,325-99.6% | $5,403-99.6% |