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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 | $97,580 | $57,352+70.1% | $83,831+16.4% | $64,173+52.1% |
| Participation rate | 53.6% | 68.6%-15.0pp | 76.1%-22.6pp | 69.6%-16.0pp |
| Annual return | -7.88% | 11.38%-19.3pp | 850.99%-858.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,087 | $2,546-18.0% | $3,631-42.5% | $2,381-12.3% |
| Participant deferral / active EE | $3,800 | $2,993+27.0% | $4,082-6.9% | $3,470+9.5% |
| Admin fee / account holder | $38 | $4,046-99.1% | $5,479-99.3% | $4,887-99.2% |