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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 | $84,312 | $39,162+115.3% | $100,671-16.3% | $59,633+41.4% |
| Participation rate | 30.8% | 55.9%-25.1pp | 70.7%-39.9pp | 68.7%-37.9pp |
| Annual return | -0.99% | 21.07%-22.1pp | 20.43%-21.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $715 | $1,151-37.9% | $4,012-82.2% | $2,203-67.5% |
| Participant deferral / active EE | $2,115 | $1,992+6.2% | $3,144-32.7% | $3,192-33.7% |
| Admin fee / account holder | -$14 | $2,969-100.5% | $4,850-100.3% | $4,297-100.3% |