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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 | $111,718 | $142,361-21.5% | $119,608-6.6% | $134,509-16.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 5.47% | -12.46%+17.9pp | -14.98%+20.5pp | 418.13%-412.7pp |
| Employer contribution / active EE | $1,495 | $5,224-71.4% | $4,232-64.7% | $4,741-68.5% |
| Participant deferral / active EE | $3,777 | $6,468-41.6% | $5,601-32.6% | $6,400-41.0% |
| Admin fee / account holder | $17 | $13,588-99.9% | $10,326-99.8% | $11,427-99.9% |