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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 | $173,878 | $167,352+3.9% | $143,788+20.9% | $134,509+29.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.43% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,747 | $5,620-51.1% | $4,952-44.5% | $4,741-42.0% |
| Participant deferral / active EE | $5,571 | $6,447-13.6% | $5,638-1.2% | $6,400-13.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |