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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 | $65,614 | $52,519+24.9% | $155,789-57.9% | $59,633+10.0% |
| Participation rate | 52.7% | 61.7%-9.0pp | 76.1%-23.4pp | 68.7%-15.9pp |
| Annual return | -0.96% | 53.51%-54.5pp | 71.54%-72.5pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,463 | $1,589-7.9% | $3,839-61.9% | $2,203-33.6% |
| Participant deferral / active EE | $2,685 | $3,084-13.0% | $4,798-44.0% | $3,192-15.9% |
| Admin fee / account holder | $10 | $3,540-99.7% | $7,477-99.9% | $4,297-99.8% |