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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 | $216,499 | $158,827+36.3% | $121,208+78.6% | $135,382+59.9% |
| Participation rate | 16.7% | 79.3%-62.6pp | 71.8%-55.1pp | 82.6%-66.0pp |
| Annual return | -9.44% | -0.64%-8.8pp | 16.93%-26.4pp | 519.77%-529.2pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $6,514-99.8% | $5,020-99.7% | $10,829-99.9% |