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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 | $109,233 | $129,959-15.9% | $104,301+4.7% | $134,532-18.8% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -15.50% | 42.04%-57.5pp | 24.61%-40.1pp | 418.27%-433.8pp |
| Employer contribution / active EE | $917 | $4,185-78.1% | $3,373-72.8% | $4,741-80.6% |
| Participant deferral / active EE | $8,117 | $5,589+45.2% | $4,626+75.5% | $6,401+26.8% |
| Admin fee / account holder | $15 | $9,325-99.8% | $7,340-99.8% | $11,429-99.9% |