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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 | $126,935 | $72,404+75.3% | $110,241+15.1% | $64,181+97.8% |
| Participation rate | 18.2% | 73.3%-55.2pp | 79.8%-61.6pp | 69.6%-51.4pp |
| Annual return | 8.99% | -6.29%+15.3pp | 314.75%-305.8pp | 7.63%+1.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |