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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 | $127,541 | $82,324+54.9% | $68,803+85.4% | $134,545-5.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -17.26% | -2.17%-15.1pp | -6.37%-10.9pp | 418.37%-435.6pp |
| Employer contribution / active EE | $667 | $3,302-79.8% | $2,656-74.9% | $4,742-85.9% |
| Participant deferral / active EE | $9,333 | $4,740+96.9% | $3,942+136.8% | $6,401+45.8% |
| Admin fee / account holder | $163 | $6,485-97.5% | $4,936-96.7% | $11,431-98.6% |