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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 | $126,290 | $167,522-24.6% | $151,639-16.7% | $134,532-6.1% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -14.01% | 7.81%-21.8pp | 3.34%-17.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,448 | $8,986-28.2% | $8,363-22.9% | $6,401+0.7% |
| Admin fee / account holder | $45 | $13,780-99.7% | $11,613-99.6% | $11,429-99.6% |