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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 | $91,641 | $45,872+99.8% | $77,100+18.9% | $68,490+33.8% |
| Participation rate | 34.0% | 55.9%-21.9pp | 67.9%-33.9pp | 67.9%-33.9pp |
| Annual return | -14.25% | 1.73%-16.0pp | 42.35%-56.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,005 | $1,650-39.1% | $2,815-64.3% | $2,597-61.3% |
| Participant deferral / active EE | $1,992 | $2,963-32.8% | $4,430-55.0% | $4,028-50.5% |
| Admin fee / account holder | $112 | $3,041-96.3% | $5,443-97.9% | $5,403-97.9% |