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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 | $115,034 | $131,835-12.7% | $108,582+5.9% | $273,970-58.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 12.02% | -91.57%+103.6pp | -51.70%+63.7pp | 41.46%-29.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,961 | $5,127+113.8% | $4,311+154.3% | $5,287+107.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,132-100.0% |