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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 | $95,845 | $82,674+15.9% | $125,381-23.6% | $68,486+39.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -15.01% | -5.97%-9.0pp | 572.31%-587.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,747 | $3,382-48.3% | $4,815-63.7% | $2,597-32.7% |
| Participant deferral / active EE | $3,926 | $6,111-35.7% | $7,448-47.3% | $4,028-2.5% |
| Admin fee / account holder | $281 | $6,277-95.5% | $10,007-97.2% | $5,404-94.8% |