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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 | $85,944 | $49,177+74.8% | $79,466+8.2% | $64,173+33.9% |
| Participation rate | 16.7% | 65.0%-48.4pp | 73.3%-56.7pp | 69.6%-52.9pp |
| Annual return | -4.06% | -1.16%-2.9pp | 718.28%-722.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $429 | $2,076-79.4% | $2,800-84.7% | $2,381-82.0% |
| Participant deferral / active EE | $1,294 | $2,821-54.1% | $3,704-65.1% | $3,470-62.7% |
| Admin fee / account holder | $244 | $3,839-93.6% | $5,104-95.2% | $4,887-95.0% |