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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 | $135,277 | $100,811+34.2% | $86,698+56.0% | $134,545+0.5% |
| Participation rate | 38.5% | 79.0%-40.5pp | 76.6%-38.1pp | 81.2%-42.8pp |
| Annual return | -17.15% | 29.11%-46.3pp | 35.96%-53.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,388 | $3,490-60.2% | $2,837-51.1% | $4,742-70.7% |
| Participant deferral / active EE | $2,646 | $5,339-50.4% | $4,656-43.2% | $6,401-58.7% |
| Admin fee / account holder | $40 | $10,926-99.6% | $7,492-99.5% | $11,431-99.6% |