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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 | $163,519 | $75,935+115.3% | $60,547+170.1% | $125,389+30.4% |
| Participation rate | 31.6% | 76.5%-45.0pp | 68.0%-36.4pp | 83.2%-51.6pp |
| Annual return | 1.03% | -5.38%+6.4pp | 335.64%-334.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $647 | $3,438-81.2% | $2,419-73.3% | $4,866-86.7% |
| Participant deferral / active EE | $3,875 | $4,506-14.0% | $3,328+16.4% | $5,352-27.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |