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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 | $81,195 | $95,917-15.3% | $79,583+2.0% | $134,545-39.7% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -18.22% | -2.70%-15.5pp | 0.16%-18.4pp | 418.37%-436.6pp |
| Employer contribution / active EE | $868 | $3,129-72.2% | $2,414-64.0% | $4,742-81.7% |
| Participant deferral / active EE | $1,693 | $4,694-63.9% | $3,986-57.5% | $6,401-73.6% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |