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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 | $204,321 | $85,790+138.2% | $67,313+203.5% | $135,379+50.9% |
| Participation rate | 35.3% | 76.5%-41.2pp | 69.1%-33.8pp | 82.6%-47.3pp |
| Annual return | 0.84% | -0.54%+1.4pp | -4.08%+4.9pp | 519.79%-518.9pp |
| Employer contribution / active EE | $727 | $3,487-79.2% | $2,566-71.7% | $4,779-84.8% |
| Participant deferral / active EE | $4,419 | $4,651-5.0% | $3,568+23.8% | $5,609-21.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |