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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 | $37,565 | $39,798-5.6% | $67,704-44.5% | $59,633-37.0% |
| Participation rate | 51.9% | 57.4%-5.5pp | 67.5%-15.7pp | 68.7%-16.8pp |
| Annual return | -0.84% | 89.94%-90.8pp | 25.41%-26.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,380 | $1,393-0.9% | $2,559-46.1% | $2,203-37.4% |
| Participant deferral / active EE | $3,410 | $2,335+46.1% | $3,585-4.9% | $3,192+6.9% |
| Admin fee / account holder | $3 | $3,212-99.9% | $4,255-99.9% | $4,297-99.9% |