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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 | $74,663 | $54,355+37.4% | $82,744-9.8% | $68,486+9.0% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -1.98% | -13.67%+11.7pp | 702.22%-704.2pp | -7.85%+5.9pp |
| Employer contribution / active EE | $632 | $2,219-71.5% | $3,008-79.0% | $2,597-75.7% |
| Participant deferral / active EE | $1,428 | $3,246-56.0% | $4,395-67.5% | $4,028-64.5% |
| Admin fee / account holder | $88 | $4,397-98.0% | $5,325-98.3% | $5,404-98.4% |