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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 | $115,170 | $97,020+18.7% | $83,322+38.2% | $135,379-14.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -7.29% | 12.31%-19.6pp | 10.64%-17.9pp | 519.79%-527.1pp |
| Employer contribution / active EE | $877 | $4,144-78.8% | $3,379-74.1% | $4,779-81.7% |
| Participant deferral / active EE | $3,961 | $5,964-33.6% | $5,565-28.8% | $5,609-29.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |