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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 | $92,317 | $27,632+234.1% | $61,452+50.2% | $68,486+34.8% |
| Participation rate | 22.2% | 39.5%-17.3pp | 52.6%-30.3pp | 67.9%-45.7pp |
| Annual return | -19.35% | -13.24%-6.1pp | 338.96%-358.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $857 | $696+23.1% | $1,160-26.1% | $2,597-67.0% |
| Participant deferral / active EE | $2,866 | $1,264+126.8% | $2,125+34.9% | $4,028-28.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |