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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 | $99,634 | $90,467+10.1% | $93,759+6.3% | $134,532-25.9% |
| Participation rate | 47.4% | 82.0%-34.6pp | 81.0%-33.6pp | 81.2%-33.9pp |
| Annual return | -18.19% | -15.72%-2.5pp | -11.33%-6.9pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,368 | $4,345-68.5% | $4,324-68.4% | $4,741-71.1% |
| Participant deferral / active EE | $2,930 | $5,980-51.0% | $6,096-51.9% | $6,401-54.2% |
| Admin fee / account holder | $52 | $9,258-99.4% | $7,197-99.3% | $11,429-99.5% |