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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 | $91,796 | $167,533-45.2% | $151,645-39.5% | $134,545-31.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.37% | 7.81%-22.2pp | 3.34%-17.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,667 | $8,985+52.1% | $8,363+63.4% | $6,401+113.5% |
| Admin fee / account holder | $87 | $13,781-99.4% | $11,614-99.3% | $11,431-99.2% |