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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 | $55,332 | $90,320-38.7% | $59,496-7.0% | $125,389-55.9% |
| Participation rate | 55.6% | 68.3%-12.7pp | 54.6%+1.0pp | 83.2%-27.6pp |
| Annual return | -0.95% | 369.13%-370.1pp | 182.05%-183.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,283 | $1,792-28.4% | $1,153+11.3% | $4,866-73.6% |
| Participant deferral / active EE | $5,763 | $2,716+112.2% | $1,829+215.1% | $5,352+7.7% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |