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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 | $225,000 | $69,012+226.0% | $160,009+40.6% | $68,486+228.5% |
| Participation rate | 7.4% | 65.4%-58.0pp | 78.0%-70.6pp | 67.9%-60.5pp |
| Annual return | 3.45% | -9.65%+13.1pp | 408.85%-405.4pp | -7.85%+11.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |