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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 | $91,538+19.6% | $130,014-15.8% | $75,173+45.7% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 14.74% | -631.11%+645.8pp | -137.22%+152.0pp | 160.65%-145.9pp |
| Employer contribution / active EE | $1,635 | $2,845-42.5% | $4,320-62.2% | $2,670-38.8% |
| Participant deferral / active EE | $2,719 | $4,341-37.4% | $5,821-53.3% | $4,126-34.1% |
| Admin fee / account holder | $15 | $6,790-99.8% | $10,616-99.9% | $5,651-99.7% |