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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 | $55,845 | $54,355+2.7% | $82,744-32.5% | $68,486-18.5% |
| Participation rate | 42.1% | 63.9%-21.8pp | 72.6%-30.5pp | 67.9%-25.8pp |
| Annual return | -12.98% | -13.67%+0.7pp | 702.22%-715.2pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,598 | $2,219-28.0% | $3,008-46.9% | $2,597-38.4% |
| Participant deferral / active EE | $1,570 | $3,246-51.6% | $4,395-64.3% | $4,028-61.0% |
| Admin fee / account holder | $204 | $4,397-95.4% | $5,325-96.2% | $5,404-96.2% |