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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 | $93,376 | $84,518+10.5% | $67,704+37.9% | $125,389-25.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -0.32% | 2.57%-2.9pp | 25.41%-25.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $17,500 | $3,292+431.6% | $2,559+583.8% | $4,866+259.6% |
| Participant deferral / active EE | $12,000 | $4,430+170.9% | $3,585+234.7% | $5,352+124.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |