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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 | $78,469 | $83,908-6.5% | $68,509+14.5% | $125,389-37.4% |
| Participation rate | 31.6% | 78.2%-46.6pp | 74.7%-43.1pp | 83.2%-51.6pp |
| Annual return | 0.15% | 14.48%-14.3pp | 8.27%-8.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $776 | $3,031-74.4% | $2,278-65.9% | $4,866-84.1% |
| Participant deferral / active EE | $1,229 | $4,125-70.2% | $3,382-63.7% | $5,352-77.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |