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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 | $56,338 | $48,274+16.7% | $63,244-10.9% | $59,633-5.5% |
| Participation rate | 42.3% | 66.3%-24.0pp | 71.0%-28.7pp | 68.7%-26.4pp |
| Annual return | -1.13% | -240.79%+239.7pp | -70.31%+69.2pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $889 | $1,586-43.9% | $2,322-61.7% | $2,203-59.6% |
| Participant deferral / active EE | $2,203 | $2,343-6.0% | $2,953-25.4% | $3,192-31.0% |
| Admin fee / account holder | $212 | $3,600-94.1% | $5,893-96.4% | $4,297-95.1% |