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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 | $127,022 | $134,001-5.2% | $112,258+13.2% | $134,509-5.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -14.42% | 47.15%-61.6pp | 27.47%-41.9pp | 418.13%-432.6pp |
| Employer contribution / active EE | $1,492 | $4,039-63.1% | $3,636-59.0% | $4,741-68.5% |
| Participant deferral / active EE | $2,101 | $5,291-60.3% | $4,728-55.6% | $6,400-67.2% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |