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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 | $220,765 | $95,188+131.9% | $76,518+188.5% | $135,380+63.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -10.03% | 4.85%-14.9pp | -0.27%-9.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,317 | $3,303-60.1% | $2,647-50.3% | $4,779-72.4% |
| Participant deferral / active EE | $5,463 | $4,640+17.8% | $3,836+42.4% | $5,609-2.6% |
| Admin fee / account holder | $51 | $6,249-99.2% | $4,849-98.9% | $10,828-99.5% |