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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 | $126,076 | $100,792+25.1% | $86,691+45.4% | $134,509-6.3% |
| Participation rate | 27.8% | 78.9%-51.2pp | 76.6%-48.8pp | 81.2%-53.5pp |
| Annual return | -19.44% | 29.08%-48.5pp | 35.94%-55.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,057 | $3,491-69.7% | $2,837-62.7% | $4,741-77.7% |
| Participant deferral / active EE | $2,206 | $5,339-58.7% | $4,656-52.6% | $6,400-65.5% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |