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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 | $158,449 | $142,361+11.3% | $119,608+32.5% | $134,509+17.8% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | 6.00% | -12.46%+18.5pp | -14.98%+21.0pp | 418.13%-412.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |