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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 | $131,996 | $82,314+60.4% | $68,808+91.8% | $134,532-1.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -11.00% | -2.18%-8.8pp | -6.37%-4.6pp | 418.27%-429.3pp |
| Employer contribution / active EE | $867 | $3,301-73.7% | $2,656-67.4% | $4,741-81.7% |
| Participant deferral / active EE | $3,467 | $4,740-26.9% | $3,942-12.1% | $6,401-45.8% |
| Admin fee / account holder | $283 | $6,484-95.6% | $4,936-94.3% | $11,429-97.5% |