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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 | $109,493 | $91,536+19.6% | $130,062-15.8% | $75,177+45.6% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 14.74% | -631.62%+646.4pp | -137.37%+152.1pp | 160.75%-146.0pp |
| Employer contribution / active EE | $1,635 | $2,845-42.5% | $4,322-62.2% | $2,671-38.8% |
| Participant deferral / active EE | $2,719 | $4,343-37.4% | $5,821-53.3% | $4,126-34.1% |
| Admin fee / account holder | $15 | $6,780-99.8% | $10,601-99.9% | $5,651-99.7% |