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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 | $74,600 | $167,362-55.4% | $143,799-48.1% | $134,532-44.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -15.82% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,099 | $5,620-62.6% | $4,952-57.6% | $4,741-55.7% |
| Participant deferral / active EE | $5,039 | $6,447-21.8% | $5,638-10.6% | $6,401-21.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |