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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 | $87,518 | $78,694+11.2% | $67,652+29.4% | $125,389-30.2% |
| Participation rate | 25.0% | 78.8%-53.8pp | 75.7%-50.7pp | 83.2%-58.2pp |
| Annual return | -1.40% | 9.46%-10.9pp | 6625.40%-6626.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $518 | $3,044-83.0% | $2,266-77.1% | $4,866-89.4% |
| Participant deferral / active EE | $4,660 | $4,292+8.6% | $3,560+30.9% | $5,352-12.9% |
| Admin fee / account holder | $187 | $7,403-97.5% | $4,821-96.1% | $9,541-98.0% |