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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 | $62,062 | $84,551-26.6% | $61,452+1.0% | $134,532-53.9% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -9.93% | 585.39%-595.3pp | 338.96%-348.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $731 | $1,545-52.7% | $1,160-37.0% | $4,741-84.6% |
| Participant deferral / active EE | $1,209 | $2,818-57.1% | $2,125-43.1% | $6,401-81.1% |
| Admin fee / account holder | $174 | $2,587-93.3% | $2,131-91.9% | $11,429-98.5% |