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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 | $137,080 | $95,975+42.8% | $74,549+83.9% | $135,379+1.3% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -2.34% | 56.96%-59.3pp | 32.53%-34.9pp | 519.79%-522.1pp |
| Employer contribution / active EE | $1,516 | $2,716-44.2% | $1,961-22.7% | $4,779-68.3% |
| Participant deferral / active EE | $5,584 | $3,844+45.3% | $3,108+79.7% | $5,609-0.4% |
| Admin fee / account holder | $212 | $6,522-96.8% | $5,059-95.8% | $10,828-98.0% |