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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 | $116,664 | $87,546+33.3% | $75,784+53.9% | $125,389-7.0% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -1.55% | 13.49%-15.0pp | 9.68%-11.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,860 | $3,930-52.7% | $3,323-44.0% | $4,866-61.8% |
| Participant deferral / active EE | $2,245 | $4,230-46.9% | $3,652-38.5% | $5,352-58.0% |
| Admin fee / account holder | $177 | $6,503-97.3% | $5,300-96.7% | $9,541-98.1% |