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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 | $154,995 | $158,852-2.4% | $121,220+27.9% | $135,380+14.5% |
| Participation rate | 37.5% | 79.3%-41.8pp | 71.8%-34.3pp | 82.6%-45.1pp |
| Annual return | -5.16% | -0.64%-4.5pp | 16.94%-22.1pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $150 | $4,006-96.3% | $3,345-95.5% | $5,609-97.3% |
| Admin fee / account holder | $15 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |