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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 | $64,275 | $54,357+18.2% | $82,706-22.3% | $68,495-6.2% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -13.66% | -13.67%0pp | 701.76%-715.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,901 | $3,246+51.0% | $4,394+11.5% | $4,028+21.7% |
| Admin fee / account holder | $143 | $4,396-96.7% | $5,329-97.3% | $5,403-97.3% |