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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 | $132,229 | $95,915+37.9% | $79,580+66.2% | $134,532-1.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -9.10% | -2.71%-6.4pp | 0.15%-9.3pp | 418.27%-427.4pp |
| Employer contribution / active EE | $585 | $3,129-81.3% | $2,413-75.8% | $4,741-87.7% |
| Participant deferral / active EE | $5,523 | $4,693+17.7% | $3,985+38.6% | $6,401-13.7% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |