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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 | $105,788 | $53,546+97.6% | $69,890+51.4% | $68,490+54.5% |
| Participation rate | 38.0% | 64.5%-26.5pp | 70.5%-32.5pp | 67.9%-29.9pp |
| Annual return | -13.96% | -13.87%-0.1pp | 190.84%-204.8pp | -7.85%-6.1pp |
| Employer contribution / active EE | $848 | $2,019-58.0% | $2,560-66.9% | $2,597-67.3% |
| Participant deferral / active EE | $2,190 | $2,957-25.9% | $3,848-43.1% | $4,028-45.6% |
| Admin fee / account holder | $4 | $4,693-99.9% | $6,267-99.9% | $5,403-99.9% |