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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 | $75,646 | $39,798+90.1% | $67,704+11.7% | $59,633+26.9% |
| Participation rate | 50.0% | 57.4%-7.4pp | 67.5%-17.5pp | 68.7%-18.7pp |
| Annual return | -0.60% | 89.94%-90.5pp | 25.41%-26.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $791 | $1,393-43.2% | $2,559-69.1% | $2,203-64.1% |
| Participant deferral / active EE | $1,073 | $2,335-54.1% | $3,585-70.1% | $3,192-66.4% |
| Admin fee / account holder | $143 | $3,212-95.5% | $4,255-96.6% | $4,297-96.7% |