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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 | $83,662 | $27,632+202.8% | $61,452+36.1% | $68,486+22.2% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -16.18% | -13.24%-2.9pp | 338.96%-355.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $752 | $696+8.1% | $1,160-35.1% | $2,597-71.0% |
| Participant deferral / active EE | $2,872 | $1,264+127.2% | $2,125+35.2% | $4,028-28.7% |
| Admin fee / account holder | $297 | $2,010-85.2% | $2,131-86.1% | $5,404-94.5% |