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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 | $196,491 | $84,628+132.2% | $61,501+219.5% | $134,545+46.0% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -14.85% | 585.61%-600.5pp | 339.04%-353.9pp | 418.37%-433.2pp |
| Employer contribution / active EE | $225 | $1,545-85.4% | $1,160-80.6% | $4,742-95.3% |
| Participant deferral / active EE | $5,125 | $2,819+81.8% | $2,125+141.2% | $6,401-19.9% |
| Admin fee / account holder | $60 | $2,587-97.7% | $2,132-97.2% | $11,431-99.5% |