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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 | $105,588 | $45,152+133.8% | $73,836+43.0% | $59,633+77.1% |
| Participation rate | 41.9% | 64.0%-22.1pp | 73.4%-31.5pp | 68.7%-26.7pp |
| Annual return | -0.58% | 27.40%-28.0pp | 2268.06%-2268.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $943 | $1,901-50.4% | $2,787-66.2% | $2,203-57.2% |
| Participant deferral / active EE | $3,923 | $2,573+52.5% | $3,583+9.5% | $3,192+22.9% |
| Admin fee / account holder | $19 | $3,515-99.5% | $4,882-99.6% | $4,297-99.6% |