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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 | $91,595 | $97,881-6.4% | $80,004+14.5% | $125,389-27.0% |
| Participation rate | 43.8% | 77.9%-34.1pp | 73.0%-29.3pp | 83.2%-39.4pp |
| Annual return | -3.72% | 9.36%-13.1pp | 7.63%-11.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $713 | $3,128-77.2% | $2,473-71.1% | $4,866-85.3% |
| Participant deferral / active EE | $1,335 | $3,744-64.3% | $3,204-58.3% | $5,352-75.1% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |