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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 | $174,718 | $82,324+112.2% | $68,803+153.9% | $134,545+29.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -17.41% | -2.17%-15.2pp | -6.37%-11.0pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,800 | $3,302-45.5% | $2,656-32.2% | $4,742-62.0% |
| Participant deferral / active EE | $13,500 | $4,740+184.8% | $3,942+242.5% | $6,401+110.9% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |