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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 | $121,282 | $85,790+41.4% | $67,313+80.2% | $135,380-10.4% |
| Participation rate | 59.1% | 76.5%-17.4pp | 69.1%-10.0pp | 82.6%-23.6pp |
| Annual return | -7.66% | -0.54%-7.1pp | -4.08%-3.6pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,773 | $3,487-49.2% | $2,566-30.9% | $4,779-62.9% |
| Participant deferral / active EE | $3,974 | $4,651-14.6% | $3,568+11.4% | $5,609-29.1% |
| Admin fee / account holder | $150 | $6,392-97.7% | $4,507-96.7% | $10,828-98.6% |