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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 | $96,654 | $45,566+112.1% | $64,105+50.8% | $59,633+62.1% |
| Participation rate | 34.8% | 60.2%-25.3pp | 68.2%-33.3pp | 68.7%-33.8pp |
| Annual return | -0.59% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $881 | $934-5.7% | $1,820-51.6% | $2,203-60.0% |
| Participant deferral / active EE | $2,785 | $2,057+35.4% | $2,822-1.3% | $3,192-12.7% |
| Admin fee / account holder | $241 | $3,268-92.6% | $4,499-94.6% | $4,297-94.4% |