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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 | $154,211 | $87,546+76.1% | $75,784+103.5% | $125,389+23.0% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -2.10% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $8,174 | $3,930+108.0% | $3,323+145.9% | $4,866+68.0% |
| Participant deferral / active EE | $4,228 | $4,2300% | $3,652+15.8% | $5,352-21.0% |
| Admin fee / account holder | $205 | $6,503-96.9% | $5,300-96.1% | $9,541-97.9% |