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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 | $68,747 | $91,536-24.9% | $130,062-47.1% | $75,177-8.6% |
| Participation rate | 35.1% | 71.5%-36.4pp | 78.5%-43.4pp | 67.2%-32.1pp |
| Annual return | 22.80% | -631.62%+654.4pp | -137.37%+160.2pp | 160.75%-138.0pp |
| Employer contribution / active EE | $893 | $2,845-68.6% | $4,322-79.3% | $2,671-66.6% |
| Participant deferral / active EE | $2,336 | $4,343-46.2% | $5,821-59.9% | $4,126-43.4% |
| Admin fee / account holder | $95 | $6,780-98.6% | $10,601-99.1% | $5,651-98.3% |