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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 | $59,381 | $45,566+30.3% | $64,105-7.4% | $59,633-0.4% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -2.29% | 4.95%-7.2pp | 791.24%-793.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $866 | $934-7.3% | $1,820-52.4% | $2,203-60.7% |
| Participant deferral / active EE | $2,917 | $2,057+41.9% | $2,822+3.4% | $3,192-8.6% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |