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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 | $153,533 | $92,219+66.5% | $76,767+100.0% | $135,380+13.4% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | -3.45% | 5.46%-8.9pp | 2.43%-5.9pp | 519.81%-523.3pp |
| Employer contribution / active EE | $850 | $3,216-73.6% | $2,485-65.8% | $4,779-82.2% |
| Participant deferral / active EE | $4,714 | $4,508+4.6% | $3,852+22.4% | $5,609-16.0% |
| Admin fee / account holder | $15 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |