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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 | $145,166 | $95,979+51.2% | $74,551+94.7% | $135,380+7.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 0.99% | 56.97%-56.0pp | 32.53%-31.5pp | 519.81%-518.8pp |
| Employer contribution / active EE | $2,664 | $2,716-1.9% | $1,961+35.9% | $4,779-44.2% |
| Participant deferral / active EE | $4,601 | $3,844+19.7% | $3,108+48.0% | $5,609-18.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |