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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 | $99,958 | $95,975+4.1% | $74,552+34.1% | $135,382-26.2% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -8.62% | 56.96%-65.6pp | 32.53%-41.1pp | 519.77%-528.4pp |
| Employer contribution / active EE | $1,297 | $2,716-52.2% | $1,961-33.9% | $4,779-72.9% |
| Participant deferral / active EE | $5,092 | $3,844+32.5% | $3,108+63.8% | $5,609-9.2% |
| Admin fee / account holder | $42 | $6,522-99.4% | $5,060-99.2% | $10,829-99.6% |