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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 | $43,102 | $52,519-17.9% | $155,789-72.3% | $59,633-27.7% |
| Participation rate | 52.9% | 61.7%-8.8pp | 76.1%-23.2pp | 68.7%-15.7pp |
| Annual return | -2.04% | 53.51%-55.6pp | 71.54%-73.6pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,196 | $1,589-24.7% | $3,839-68.8% | $2,203-45.7% |
| Participant deferral / active EE | $2,520 | $3,084-18.3% | $4,798-47.5% | $3,192-21.0% |
| Admin fee / account holder | $13 | $3,540-99.6% | $7,477-99.8% | $4,297-99.7% |