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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 | $87,923 | $107,015-17.8% | $73,545+19.6% | $147,585-40.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 2.00% | 38.25%-36.3pp | -15.16%+17.2pp | 578.57%-576.6pp |
| Employer contribution / active EE | $192 | $1,760-89.1% | $1,219-84.2% | $4,876-96.1% |
| Participant deferral / active EE | $112 | $2,462-95.5% | $1,806-93.8% | $5,439-97.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |