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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 | $27,992 | $107,015-73.8% | $73,545-61.9% | $147,585-81.0% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 6.13% | 38.25%-32.1pp | -15.16%+21.3pp | 578.58%-572.5pp |
| Employer contribution / active EE | $1,067 | $1,760-39.4% | $1,219-12.5% | $4,876-78.1% |
| Participant deferral / active EE | $4,000 | $2,462+62.5% | $1,806+121.5% | $5,439-26.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |