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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 | $89,376 | $54,355+64.4% | $82,744+8.0% | $68,486+30.5% |
| Participation rate | 48.7% | 63.9%-15.2pp | 72.6%-23.8pp | 67.9%-19.2pp |
| Annual return | -17.04% | -13.67%-3.4pp | 702.22%-719.3pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,864 | $2,219-16.0% | $3,008-38.0% | $2,597-28.2% |
| Participant deferral / active EE | $4,825 | $3,246+48.6% | $4,395+9.8% | $4,028+19.8% |
| Admin fee / account holder | $38 | $4,397-99.1% | $5,325-99.3% | $5,404-99.3% |