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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 | $50,987 | $54,370-6.2% | $82,763-38.4% | $68,490-25.6% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -16.71% | -13.67%-3.0pp | 702.45%-719.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,632 | $2,219+18.6% | $3,008-12.5% | $2,597+1.4% |
| Participant deferral / active EE | $5,695 | $3,247+75.4% | $4,395+29.6% | $4,028+41.4% |
| Admin fee / account holder | $186 | $4,398-95.8% | $5,325-96.5% | $5,403-96.6% |