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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 | $170,208 | $167,353+1.7% | $143,797+18.4% | $134,545+26.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -10.79% | 0.48%-11.3pp | -0.04%-10.8pp | 418.37%-429.2pp |
| Employer contribution / active EE | $1,996 | $5,620-64.5% | $4,952-59.7% | $4,742-57.9% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $215 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |