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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 | $136,422 | $52,519+159.8% | $155,789-12.4% | $59,633+128.8% |
| Participation rate | 27.1% | 61.7%-34.6pp | 76.1%-49.0pp | 68.7%-41.6pp |
| Annual return | 0.99% | 53.51%-52.5pp | 71.54%-70.6pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $285 | $1,589-82.1% | $3,839-92.6% | $2,203-87.1% |
| Participant deferral / active EE | $3,143 | $3,084+1.9% | $4,798-34.5% | $3,192-1.5% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |