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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 | $57,377 | $43,730+31.2% | $121,220-52.7% | $64,173-10.6% |
| Participation rate | 28.0% | 58.3%-30.3pp | 71.8%-43.8pp | 69.6%-41.6pp |
| Annual return | -7.16% | 68.94%-76.1pp | 16.94%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $586 | $1,297-54.8% | $4,023-85.4% | $2,381-75.4% |
| Participant deferral / active EE | $2,226 | $2,281-2.4% | $3,345-33.4% | $3,470-35.8% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |