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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 | $55,238 | $95,975-42.4% | $74,549-25.9% | $135,379-59.2% |
| Participation rate | 64.3% | 75.7%-11.4pp | 69.1%-4.9pp | 82.6%-18.4pp |
| Annual return | -5.14% | 56.96%-62.1pp | 32.53%-37.7pp | 519.79%-524.9pp |
| Employer contribution / active EE | $950 | $2,716-65.0% | $1,961-51.5% | $4,779-80.1% |
| Participant deferral / active EE | $3,712 | $3,844-3.4% | $3,108+19.4% | $5,609-33.8% |
| Admin fee / account holder | $53 | $6,522-99.2% | $5,059-99.0% | $10,828-99.5% |