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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 | $111,975 | $45,566+145.7% | $64,105+74.7% | $59,633+87.8% |
| Participation rate | 56.7% | 60.2%-3.5pp | 68.2%-11.5pp | 68.7%-12.0pp |
| Annual return | -0.19% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,304 | $934+39.6% | $1,820-28.4% | $2,203-40.8% |
| Participant deferral / active EE | $3,051 | $2,057+48.4% | $2,822+8.1% | $3,192-4.4% |
| Admin fee / account holder | $163 | $3,268-95.0% | $4,499-96.4% | $4,297-96.2% |