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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 | $99,563 | $87,016+14.4% | $63,244+57.4% | $125,388-20.6% |
| Participation rate | 57.1% | 77.1%-19.9pp | 71.0%-13.9pp | 83.2%-26.0pp |
| Annual return | -3.38% | 21.71%-25.1pp | -70.31%+66.9pp | 282.24%-285.6pp |
| Employer contribution / active EE | $402 | $3,601-88.8% | $2,322-82.7% | $4,866-91.7% |
| Participant deferral / active EE | $4,772 | $3,939+21.1% | $2,953+61.6% | $5,352-10.8% |
| Admin fee / account holder | $7 | $11,954-99.9% | $5,893-99.9% | $9,541-99.9% |