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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 | $49,175 | $43,730+12.5% | $121,220-59.4% | $64,173-23.4% |
| Participation rate | 63.0% | 58.3%+4.6pp | 71.8%-8.8pp | 69.6%-6.6pp |
| Annual return | -3.32% | 68.94%-72.3pp | 16.94%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $859 | $1,297-33.8% | $4,023-78.7% | $2,381-63.9% |
| Participant deferral / active EE | $2,164 | $2,281-5.1% | $3,345-35.3% | $3,470-37.6% |
| Admin fee / account holder | $218 | $3,502-93.8% | $5,021-95.7% | $4,887-95.5% |