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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 | $128,037 | $85,790+49.2% | $67,313+90.2% | $135,382-5.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | 12.40% | -0.54%+12.9pp | -4.08%+16.5pp | 519.77%-507.4pp |
| Employer contribution / active EE | $1,473 | $3,487-57.8% | $2,566-42.6% | $4,779-69.2% |
| Participant deferral / active EE | $12,667 | $4,651+172.3% | $3,568+255.0% | $5,609+125.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,829-100.0% |