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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 | $147,185 | $131,835+11.6% | $108,582+35.6% | $273,972-46.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 7.36% | -91.57%+98.9pp | -51.70%+59.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,023 | $4,913-38.5% | $3,758-19.6% | $4,869-37.9% |
| Participant deferral / active EE | $7,054 | $5,127+37.6% | $4,311+63.6% | $5,287+33.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |