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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 | $142,268 | $73,848+92.7% | $143,799-1.1% | $68,486+107.7% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -17.45% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,662 | $3,184-47.8% | $4,952-66.4% | $2,597-36.0% |
| Participant deferral / active EE | $4,704 | $3,385+39.0% | $5,638-16.6% | $4,028+16.8% |
| Admin fee / account holder | $138 | $5,755-97.6% | $14,677-99.1% | $5,404-97.4% |