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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 | $226,295 | $95,188+137.7% | $76,518+195.7% | $135,379+67.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -8.28% | 4.85%-13.1pp | -0.27%-8.0pp | 519.79%-528.1pp |
| Employer contribution / active EE | $891 | $3,303-73.0% | $2,647-66.4% | $4,779-81.4% |
| Participant deferral / active EE | $3,049 | $4,640-34.3% | $3,836-20.5% | $5,609-45.6% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |