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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 | $194,917 | $95,917+103.2% | $79,583+144.9% | $134,545+44.9% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -14.67% | -2.70%-12.0pp | 0.16%-14.8pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,744 | $3,129-44.3% | $2,414-27.7% | $4,742-63.2% |
| Participant deferral / active EE | $2,347 | $4,694-50.0% | $3,986-41.1% | $6,401-63.3% |
| Admin fee / account holder | $9 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |