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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 | $102,515 | $82,674+24.0% | $125,381-18.2% | $68,486+49.7% |
| Participation rate | 13.2% | 75.1%-61.9pp | 82.4%-69.2pp | 67.9%-54.7pp |
| Annual return | -18.29% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,713 | $3,382+9.8% | $4,815-22.9% | $2,597+43.0% |
| Participant deferral / active EE | $5,187 | $6,111-15.1% | $7,448-30.4% | $4,028+28.8% |
| Admin fee / account holder | $164 | $6,277-97.4% | $10,007-98.4% | $5,404-97.0% |