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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 | $137,559 | $105,866+29.9% | $90,766+51.6% | $134,545+2.2% |
| Participation rate | 44.4% | 78.3%-33.8pp | 75.7%-31.3pp | 81.2%-36.8pp |
| Annual return | -16.29% | -10.99%-5.3pp | -12.16%-4.1pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,108 | $5,217-59.6% | $4,565-53.8% | $6,401-67.1% |
| Admin fee / account holder | $122 | $13,938-99.1% | $8,446-98.6% | $11,431-98.9% |