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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 | $90,187 | $57,352+57.3% | $83,831+7.6% | $64,173+40.5% |
| Participation rate | 38.3% | 68.6%-30.3pp | 76.1%-37.8pp | 69.6%-31.3pp |
| Annual return | -5.76% | 11.38%-17.1pp | 850.99%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $941 | $2,546-63.0% | $3,631-74.1% | $2,381-60.5% |
| Participant deferral / active EE | $3,715 | $2,993+24.1% | $4,082-9.0% | $3,470+7.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |