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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 | $78,010 | $167,352-53.4% | $143,788-45.7% | $134,509-42.0% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -15.95% | 0.47%-16.4pp | -0.03%-15.9pp | 418.13%-434.1pp |
| Employer contribution / active EE | $3,388 | $5,620-39.7% | $4,952-31.6% | $4,741-28.5% |
| Participant deferral / active EE | $8,635 | $6,447+33.9% | $5,638+53.1% | $6,400+34.9% |
| Admin fee / account holder | $71 | $18,091-99.6% | $14,675-99.5% | $11,427-99.4% |