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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 | $97,001 | $85,790+13.1% | $67,313+44.1% | $135,380-28.3% |
| Participation rate | 54.5% | 76.5%-21.9pp | 69.1%-14.5pp | 82.6%-28.1pp |
| Annual return | -5.06% | -0.54%-4.5pp | -4.08%-1.0pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,260 | $3,487-63.9% | $2,566-50.9% | $4,779-73.6% |
| Participant deferral / active EE | $2,509 | $4,651-46.1% | $3,568-29.7% | $5,609-55.3% |
| Admin fee / account holder | $155 | $6,392-97.6% | $4,507-96.6% | $10,828-98.6% |