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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 | $94,297 | $57,352+64.4% | $83,831+12.5% | $64,173+46.9% |
| Participation rate | 41.2% | 68.6%-27.4pp | 76.1%-35.0pp | 69.6%-28.4pp |
| Annual return | -7.23% | 11.38%-18.6pp | 850.99%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,308 | $2,546-48.6% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $3,370 | $2,993+12.6% | $4,082-17.4% | $3,470-2.9% |
| Admin fee / account holder | $269 | $4,046-93.4% | $5,479-95.1% | $4,887-94.5% |