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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 | $55,061 | $82,674-33.4% | $125,363-56.1% | $68,495-19.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -17.64% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,629 | $3,382-51.8% | $4,815-66.2% | $2,596-37.3% |
| Participant deferral / active EE | $4,530 | $6,111-25.9% | $7,447-39.2% | $4,028+12.5% |
| Admin fee / account holder | $168 | $6,276-97.3% | $10,005-98.3% | $5,403-96.9% |