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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 | $101,754 | $93,098+9.3% | $77,081+32.0% | $134,509-24.4% |
| Participation rate | 22.2% | 74.5%-52.3pp | 67.9%-45.7pp | 81.2%-59.0pp |
| Annual return | -20.16% | 62.63%-82.8pp | 42.33%-62.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $649 | $3,419-81.0% | $2,813-76.9% | $4,741-86.3% |
| Participant deferral / active EE | $2,562 | $5,239-51.1% | $4,428-42.1% | $6,400-60.0% |
| Admin fee / account holder | $114 | $6,945-98.4% | $5,427-97.9% | $11,427-99.0% |