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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 | $90,262 | $54,355+66.1% | $82,744+9.1% | $68,486+31.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -14.34% | -13.67%-0.7pp | 702.22%-716.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,355 | $2,219-38.9% | $3,008-55.0% | $2,597-47.8% |
| Participant deferral / active EE | $4,485 | $3,246+38.1% | $4,395+2.1% | $4,028+11.4% |
| Admin fee / account holder | $82 | $4,397-98.1% | $5,325-98.5% | $5,404-98.5% |