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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 | $65,717 | $75,962-13.5% | $154,111-57.4% | $64,173+2.4% |
| Participation rate | 65.9% | 70.4%-4.6pp | 83.0%-17.2pp | 69.6%-3.7pp |
| Annual return | -6.02% | 30.32%-36.3pp | 735.18%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,846 | $3,350-44.9% | $5,298-65.1% | $2,381-22.4% |
| Participant deferral / active EE | $3,091 | $3,175-2.6% | $5,081-39.2% | $3,470-10.9% |
| Admin fee / account holder | $239 | $5,589-95.7% | $13,411-98.2% | $4,887-95.1% |