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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 | $151,467 | $158,852-4.6% | $121,220+25.0% | $135,379+11.9% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | -6.58% | -0.64%-5.9pp | 16.94%-23.5pp | 519.79%-526.4pp |
| Employer contribution / active EE | $491 | $5,666-91.3% | $4,023-87.8% | $4,779-89.7% |
| Participant deferral / active EE | $1,602 | $4,006-60.0% | $3,345-52.1% | $5,609-71.4% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |