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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 | $119,125 | $90,590+31.5% | $90,782+31.2% | $135,380-12.0% |
| Participation rate | 39.1% | 83.7%-44.6pp | 82.7%-43.5pp | 82.6%-43.5pp |
| Annual return | -4.63% | -3.40%-1.2pp | -3.42%-1.2pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,338 | $4,352-69.3% | $4,105-67.4% | $4,779-72.0% |
| Participant deferral / active EE | $2,838 | $5,407-47.5% | $5,366-47.1% | $5,609-49.4% |
| Admin fee / account holder | $171 | $7,683-97.8% | $5,908-97.1% | $10,828-98.4% |