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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 | $51,670 | $43,730+18.2% | $121,220-57.4% | $64,173-19.5% |
| Participation rate | 23.1% | 58.3%-35.3pp | 71.8%-48.7pp | 69.6%-46.5pp |
| Annual return | -5.49% | 68.94%-74.4pp | 16.94%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,742 | $2,281-23.6% | $3,345-47.9% | $3,470-49.8% |
| Admin fee / account holder | $245 | $3,502-93.0% | $5,021-95.1% | $4,887-95.0% |