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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 | $94,559 | $167,353-43.5% | $143,797-34.2% | $134,545-29.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.41% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,991 | $5,620-64.6% | $4,952-59.8% | $4,742-58.0% |
| Participant deferral / active EE | $5,981 | $6,447-7.2% | $5,638+6.1% | $6,401-6.6% |
| Admin fee / account holder | $62 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |