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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 | $224,440 | $97,020+131.3% | $83,322+169.4% | $135,379+65.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -1.87% | 12.31%-14.2pp | 10.64%-12.5pp | 519.79%-521.7pp |
| Employer contribution / active EE | $1,720 | $4,144-58.5% | $3,379-49.1% | $4,779-64.0% |
| Participant deferral / active EE | $5,916 | $5,964-0.8% | $5,565+6.3% | $5,609+5.5% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |