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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 | $150,639 | $95,917+57.1% | $79,583+89.3% | $134,545+12.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | 0.83% | -2.70%+3.5pp | 0.16%+0.7pp | 418.37%-417.5pp |
| Employer contribution / active EE | $2,213 | $3,129-29.3% | $2,414-8.3% | $4,742-53.3% |
| Participant deferral / active EE | $9,000 | $4,694+91.7% | $3,986+125.8% | $6,401+40.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |