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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 | $150,448 | $91,911+63.7% | $68,612+119.3% | $135,380+11.1% |
| Participation rate | 22.2% | 76.7%-54.5pp | 72.2%-50.0pp | 82.6%-60.4pp |
| Annual return | -6.06% | -8.22%+2.2pp | -4.63%-1.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,087 | $3,924-72.3% | $2,625-58.6% | $4,779-77.3% |
| Participant deferral / active EE | $6,791 | $4,315+57.4% | $3,311+105.1% | $5,609+21.1% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |