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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 | $163,127 | $95,188+71.4% | $76,518+113.2% | $135,380+20.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -3.82% | 4.85%-8.7pp | -0.27%-3.6pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,416 | $3,303+3.4% | $2,647+29.0% | $4,779-28.5% |
| Participant deferral / active EE | $7,808 | $4,640+68.3% | $3,836+103.6% | $5,609+39.2% |
| Admin fee / account holder | $125 | $6,249-98.0% | $4,849-97.4% | $10,828-98.8% |