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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 | $83,368 | $95,915-13.1% | $79,580+4.8% | $134,532-38.0% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | -12.38% | -2.71%-9.7pp | 0.15%-12.5pp | 418.27%-430.6pp |
| Employer contribution / active EE | $926 | $3,129-70.4% | $2,413-61.6% | $4,741-80.5% |
| Participant deferral / active EE | $3,696 | $4,693-21.3% | $3,985-7.3% | $6,401-42.3% |
| Admin fee / account holder | $186 | $9,132-98.0% | $6,835-97.3% | $11,429-98.4% |