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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 | $96,364 | $72,404+33.1% | $110,243-12.6% | $64,173+50.2% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | -5.19% | -6.29%+1.1pp | 314.76%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,166 | $2,282-5.0% | $3,827-43.4% | $2,381-9.0% |
| Participant deferral / active EE | $4,804 | $3,469+38.5% | $4,672+2.8% | $3,470+38.5% |
| Admin fee / account holder | $144 | $5,664-97.5% | $8,548-98.3% | $4,887-97.1% |