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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 | $147,870 | $73,019+102.5% | $90,766+62.9% | $68,490+115.9% |
| Participation rate | 45.2% | 70.8%-25.7pp | 75.7%-30.5pp | 67.9%-22.7pp |
| Annual return | -13.84% | -13.81%0pp | -12.16%-1.7pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,787 | $3,626-50.7% | $4,565-60.9% | $4,028-55.6% |
| Admin fee / account holder | $20 | $5,897-99.7% | $8,446-99.8% | $5,403-99.6% |